Add filtering to Recent updates
Add filtering to TYPE column on the Recent updates list view. Ability to select multiple items, Deal and Person, or deal and Note.
3
votes
Justin Buel / House
shared this idea
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Joss Rodriguez commented
Ability to be able to filter using the Name column under Recent Updates - this would make it easier to search for a specific Deal, Company,Person, etc - helpful for when an update cannot be found under Activity feed
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Jason Huntington commented
Add the ability to filter for Description within the Activity Report/Recent Updates. The filter could be: Stage changed, Amount changed.... see activity report for further system examples.