Improved search across platform - global search (search bar) should include more fields
Company search is the most useful, but sometimes something is both in labels, source, and in the actual notes of the contact, and I don't want to have to remember to select everything.
Add new filters with additional operators like excluding records (Advanced filters)
To improve my searches, I want to add some additional filters and expand the ways to filter with additional operators. New filters will include: Whether the contact has a mobile phone number License expiration dates Relitix import last update date...
Brokerkit Product Management
over 2002 years ago
in Filters and Search
2
Configure/update columns in contact search results
As an admin user, I'd like to have the ability to edit the columns that appear in my contact search results under the Leads and Team views Attributes that can be added to the search Last Contacted Number of contacts (email, text, call) Engagement ...
I would like the ability to bulk update more data about a lead, such as: Company City Rating Add a bulk action popup with a dynamic list of contact properties to edit
2
