Skip to main content
marika_zumbro
marika_zumbro
Contributor ⭐️
April 4, 2016

Filter for relationship cards

  • April 4, 2016
  • 12 replies
  • 158 views
Would love to have a filter option in the relationship section of the C360 page. This way you could group relationships and limit your view. We have accounts with 100+ relationships and the load time can be unmanageable. 

      12 replies

      Show previous replies
      kraig
      kraig
      Contributor ⭐️⭐️⭐️⭐️⭐️
      June 16, 2020

      We have been pushing for improvements to the Relationships section of the C360 for some time. 

      The most needed improvement for Relationships is for the Filters to be Sticky.

      We have hundreds of Account Contacts, but only have Relationships with a few people.  So, we go to the Relationships section and configure complex filters ((A or B or C) and D)) to limit the list to the names we need to see.  Unfortunately those filters DO NOT stick, so we have to reconfigure them every time we switch accounts or refresh the page.  Please please please fix this.

        R
        rakesh_lingala
        Helper ⭐️⭐️⭐️
        July 27, 2020

        Hello Everyone!

        Happy to announce that your request has been considered and included as part of the v6.16 release. With this release, users have the ability to filter the C360 Relationship section based on Relationship Status; Active, Inactive, or Churn. This makes it easier for CSMs and other Users to view Relationships relevant to them.   

        This feature is only implemented in the NXT version.

        Thanks for posting!

          Terms & ConditionsAccessibility statement