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Status Shipped
Workspace PS Web App & Platform
Categories Views
Created by Ricci Stevens
Created on Oct 13, 2021

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Company & Contact Selection - Filters

The Company & Contact Selection setting needs to carry forward into the filters for records.

Example: User wants to filter for To Company = Acme. If Acme is not linked to the project, it is not an option of the filter regardless of the setting for Company & Contact Selection.

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  • Josh Bruce
    Sep 9, 2025

    Would be great if you can add to filtering The Key Contacts from the Project, so we can review all Projects the PE, PM, Architect, Managers, or Superintendents are leading. This is greatly beneficial to management

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