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Status Shipped
Workspace PS Web App & Platform
Categories Companies & Contacts
Created by Henrick Malpica
Created on Jul 24, 2023

RELATED IDEAS

Company/Contact Filtering

It would be useful to be able to select the maximize option to filter by companies/contacts. Currently, when you assign or cc someone to a record there is the ability to maximize and view all portfolio contacts and companies. When filtering a module by assigned to a company or assigned to contact it only shows you a list of companies/contacts. Please allow the ability to have the same filtering options you have when assigning or ccing a record. I have added 2 pictures to better explain what we are looking for.

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  • Brendan Radich
    Jul 25, 2023

    The people that show in "Assigned To" filter are only those that have been given assignments on a record. How would you filter your records by someone you have assigned any record to?

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