Categories in search screen results
While detailed searches can be performed based on Categories (for Contacts) and Tags (for Listings/Appraisals), it would be helpful for prospecting if we could also see these in the search results.
ie, in Contacts screen add a new column for Categories which includes all assigned categories (and the linked consultant),
and in Listings/Appraisals screen add a new column for Tags which include all assigned tags.
Peter Walkden
shared this idea
Hi Supporters
We are happy to let you know that your Suggestion has been released.
Please refer to the Knowledge Base for more information regarding this feature:
https://boxdice.zendesk.com/hc/en-us/articles/7739994245135-7-2-7-3-Release-Notes
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AdminBox and Dice
(Admin, MRI Software)
commented
In the contacts screen add a column for Contact Categories
In this column include all categories assigned to the contact with the Consultant Initials in brackets as seen on the contact card with Unique categories as a hyperlink that when clicked will filter for
Where Categories is any of xxx
Category Consultant is any of consultant linked to a unique category