Ability to save filters for Persons/Organisations - Community / Feature Request - Deskpro Support

Ability to save filters for Persons/Organisations Report

Michael W.

Currently I can only save filters for tickets. This functionality should also be possible for persons and organizations in the CRM view.

Use Case: Persons have a custom field "Lead status". Sales staff uses this field to go through new incoming contacts and classify them by this status. For that they need different "views" and the existing persons in the system based on the custom field.

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New Feature Request

Author: Michael W.
Last update: 23 Aug 2021
Category: General

Ability to save filters for Persons/Organisations - Community / Feature Request - Deskpro Support

Ability to save filters for Persons/Organisations Report

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