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

New Feature Request
Ability to save filt... Spätná väzba
1

Ability to save filters for Persons/Organisations Report

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
Ability to save filt... Spätná väzba

Tagy

Filters
Autor
Michael W.
Last update
23. 8. 2021
Category
General