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Status Feedback & Review
Workspace ClosingVue
Categories Enhancements
Created by Flower Victoria
Created on Dec 18, 2023

Contacts: Option to view Active Contacts by 1 category

I love the all contacts available in one list in the active list but at times when I'm trying to organize all our contacts. I would love to have the option to just see active for a specific category.

Active Attorney list

Active Brokers list

ect.


Also if an agent becomes inactive it should not show up on the active list anymore even if Italicized.

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  • Flower Victoria
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    Dec 18, 2023

    Nvm, I figured out how to do this option by pressing Advanced Filters.