ConnectWise Manage - Filter Companies to Sync
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Kristen W.
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Wine Impala
We currently have to sync thousands of companies into Hudu, well beyond what we actually need, due to the inability to filter incoming companies beyond whether they are inactive. I believe this may cause degraded performance in our instance.
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Acute Wombat
Or in the Connectwise Integration setup, instead of "Skip inactive companies" checkbox to have a textbox or dropdown of Statuses or Types to exclude.
The Hudu Team
Merged in a post:
Company Types as Tags
S
Sensible Shark
We integrate with ConnectWise manage and use company types as a sort of metadata for companies. It would be nice to be able to filter the company list based on one of these types, not the entire string that's present.
The simplest method I can envision would be to transition the "types" field into a sort of "tag" instead of a string, similar to how Manage displays it in their client.
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Lime Magpie
This is a great idea, we have lots of companies that are leads or otherwise not customers. Additionally it would be awesome if we could bulk match all suggested companies instead of just everyone.