ZenMaidZ
ZenMaid
Aug 6

Filter Clients by Custom Fields

We work with a lot of high-rise apartment buildings, so we would like to be able to filter the clients (in the contacts page) by address or by a custom field ("Building Name") to see the clients at that particular building. I guess this would extend to anyone that wants to filter their contacts by a custom field tab they have.
PendingPending

Apr 5, 2021

Be able to search custom fields for leads and their customer field to update their status such as 'Contact Required, scheduling required, awaiting response' etc.