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New Idea

Allow Filters to Be Applied on the C360 People Section

Related products:CS C360 & R360 & P360
  • July 21, 2026
  • 0 replies
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spencer_engel
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I can’t believe this doesn’t really already exist as a Community idea, but we desperately need the ability to apply pre-set filters on the “People” section in the C360. As it stands, the only options are:

  1. Show all Company Persons associated with an account using the out-of-the-box People section
    1. Pros: Inline editable; slightly better UI than a related list
    2. Cons: Not able to pre-set any filters as an admin! And even if end users apply filters to that section, they aren’t sticky like they are with dashboards and GS Home, which is a frustrating inconsistency.
  2. Create a related list on the Company Person object with the desired filters and place it on the C360.
    1. Pros: Has the desired filters; allows for additional Company Person reports in the same section. 
    2. Cons: No inline edit capability

Please consider fixing this behavior. We should absolutely be able to set filters in this section just like we can with related lists. Our use case is to filter out any contacts that don’t have a Name or External ID, which is becoming more common with JO Programs and PX both creating Person records that don’t come directly from our CRM (relevant post here for reference):