new
Inbox 1.107
New
Views
filters: Company Type, Territory & ItemWe’ve added even more filtering power to Views to help Partners—especially XL customers—organize their work more effectively.
- Company Type: Filter by Company Type to better group customers and create pods or teams that match your org structure.
- Territory: Available for ConnectWise- and Autotask-integrated workspaces, this filter helps you segment customers by region.
- Item: For ConnectWise partners, this filter allows you to drill down into specific work categories.
🌎 Available for all Partners with Inbox Views beta enabled ✨