How can I expand the way MeetMax searches Companies?
Your event might have a long list of participating Companies. As Attendees request 1x1 meetings, they’ll be searching through that list.
If they misspell a Company name or can’t remember it exactly, that can make it challenging to locate the Company they need, especially on mobile devices.
You can turn on an optional search tool to make things easier.
- Step 1. Head to the Company List page:
- Step 2. Go to any Company record. Use the Action menu to choose Meeting Times:
- Step 3. On the Meeting Times page, head to the right edge. Click on the Customize tab to open it:
- Step 4. Click on the Request Meeting Options section, then choose Use fuzzy filter.
- Click Submit to save:
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No matter which Company record you make this change in, the change applies to all Companies automatically
With this setting, MeetMax broadens the way it searches Company names. We’ll incorporate more Company data fields in searches, and we’ll search phonetically.
Your Attendees have more leeway with spelling and formats of names.
