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Account Manager: Seach Managed Accounts for Contacts

Peter West

Hey guys, hope you're all doing well.

Just had an idea for a new OP feature, and this might be silly.... but...... for Account Manager, the ability to run a search for a Contact in any of the managed accounts to quickly locate.

Usecase: Here at PWA we have like 14 Ontraport accounts, more coming as we launch new site locations. In our main account, it'd be cool to be able to plug in an email address or whatnot, and see which specific account it's in (if any) rather than logging into each one to run a search.

Might even have checkboxes to select which managed accounts to run the search in.

That's the rough long and short of it. Thanks for your consideration!

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Hey Pete! This is an interesting idea but given the very complex project that would be and the fact that almost no one else needs this feature, I would guess it's super unlikely to ever get done. In order to sort out your use case, consider creating an account and posting all new leads to it via API, along with their location so you can find them from a master account.

Landon Ray
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