I’m surprised by just how anemic the options are for viewing and managing customers and companies. I’ve found myself needing to export the contacts to a CSV for me to be able to search through for what I want to find. This is… cumbersome to say the least, and according to support, it’s the best option.
Some options that are essential for managing contacts:
- Sort by columns (other than the contact name)
- Filter by a missing company (to find unaffiliated contacts)
- A (sortable) column for number of associated tickets
- Ideally support for customizing the displayed columns (including custom fields)
- Filtering by more fields, including custom ones
Some options are essential for managing companies:
- MORE COLUMNS. Seriously, just two columns are displayed? Specifically, I’d like to see SLA/support tiers, total number of associated tickets, health score, and other custom fields
- Just like contacts, support for sortable (and ideally customizable) columns
- Filtering by SLA policy, by tier, by custom field.
