When you are working on a record that already has a Company linked to it (for example, a Sales Order or a Ticket) and you want to add a Contact, the search will automatically show only Contacts related to that Company. This is the longstanding behaviour, however.

With this latest enhancement, the search will now include:

• Contacts whose main Company is the linked Company
• Contacts who are linked to that Company as a secondary relationship

This means that if a Contact is connected to more than one Company, they will still appear in the search results.

This is especially helpful if your organisation uses a layered Company structure (such as a Head Office, branches, or departments saved as separate Company records). It makes it much quicker and easier to find and link the right Contacts to Sales Orders, Tickets, and other records.

It also ensures that the correct Contacts and information are more visible and accessible in the Customer Portal.