Add ability to filter by contents of activities in Company/Contact page lists
A
Alex Merchant
Currently in the new CRM modules, you can filter by “Last activity date”, but you have to go into a specific Company or Contact entity to filter by Activity type, contents of that activity, notes, etc.
I would be great if we could extend the availability of some of those filters to the listing page for Companies/Contacts so they can be applied to a broader set of Company/Contacts at once.
Log In