CRM

EileenRomito
Participant

On Contact View, ability to filter by "Contains" for Primary Company field, or select multiple

We often have multiple companies with the same or similar names. These are typically branch offices. I find that I frequently am wanting to go to the contact list and filter for contacts associated with any of these companies. However, I can only filter for contacts associated with a single primary company. It would be great to be able to filter the contacts view for primary companies that "contain" a certain text, or select multiple for the options. 

In the screenshot example below, I want to find all contacts associated with any of our "Washington Fine Properties" companies and it's impossible to do this way. 

EileenRomito_0-1655488963234.png

 

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1 Reply 1
MiaSrebrnjak
Community Manager
Community Manager

On Contact View, ability to filter by "Contains" for Primary Company field, or select multiple

Hi @EileenRomito,

 

Thank you for reaching out to the Community!

You're right, these are currently the only options you can filter the Primary associated company by:  

Screenshot 2022-06-21 at 12.07.04.png

 
I understand your use case here so I'd recommend posting this request to our Ideas Forum. We use it to collect ideas on how we can improve the product for our customers. Product pays particular attention to the top voted ideas & takes them into consideration along with other feedback channels as well as their own vision to understand what features will be most valuable. Thank you!
 
Cheers
Mia, Community Team

 


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