Improved Control Over Inactive Contacts/Companies
G
Grace Morris
Thread syncs all active and inactive companies and contacts, but we need better control over this. Right now, old companies and contacts are showing up in Thread Inbox, which is cluttering the experience. We need a way to filter or limit these to keep things cleaner and more streamlined.
K
Kristof Orts
Merged in a post:
Ability to Filter on Companies
L
Laura Milan
Inactive Companies show up from ConnectWise mudding the view of actual customers. Adding the ability to filter on Status would be more useful.