Release: Nov 24, 2020

Quickly filter CRM Forms & Jobs by Location
A new Location filter has been added to both the Jobs and Forms section of the CRM Client Activity

When you are in the CRM Client Card and viewing the Activity section, you can see all of the Forms and Jobs activity for that client.

Each Billing Contact can have multiple Locations stored. An example of how this is used is with Real Estate Agents. The Real Estate Agency is the Billing Contact however, there may be hundreds of Locations stored against that Billing Contact relating to the different properties under management.

A new Location filter has been added to both the Jobs and Forms sections in the Activity Panel enabling you to quickly and easily find and filter all of the Clients Forms and Jobs for a particular location. Note that Locations in this instance refers to Locations created in the CRM for a Billing Contact and not submitted form addresses.

So now you can quickly and easily locate all Jobs and Forms for a specific client location with ease.

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