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Sage Construction Management Ideas Portal
Status Future consideration
Created by Carl Lyles
Created on Aug 15, 2024

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be available for filtering so that classifications did not need to be created with duplicate information for the sole purpose of filtering.

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  • Mike Just
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    Sep 4, 2024

    Not only that but to be able filter multiple ways narrowing the search, i.e. Team name, Job Status.