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Feature #591

closed

Filtering & Segmentation

Added by Nandu Kolukula 27 days ago. Updated 14 days ago.

Status:
Closed
Priority:
Normal
Assignee:
Nandu Kolukula
Start date:
06/02/2026
Due date:
% Done:

0%

Estimated time:

Description

Required Filters

By Client (Company)

Show all stakeholders in that client
Show all open opportunities for that client
Show communication history for that client
By Individual

Show all interactions with that person
Show which company they belong to
Show which opportunities they are connected to

By Relationship Type – drop down :

Insurer
Broker
Loss Adjuster
Government
Builder
Corporate Client

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 #1

Updated by Nandu Kolukula 27 days ago

  • Subject changed from Unified interaction history - Contact level view to Account Owner field (Company level)
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 #2

Updated by Nandu Kolukula 27 days ago

  • Subject changed from Account Owner field (Company level) to Filtering & Segmentation
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 #3

Updated by Nandu Kolukula 27 days ago

  • Description updated (diff)
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 #4

Updated by Nandu Kolukula 27 days ago

  • Tracker changed from Bug to Feature
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 #5

Updated by Raj Mudaliar 21 days ago

  • Assignee set to Nandu Kolukula
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 #6

Updated by Raj Mudaliar 14 days ago

  • Status changed from New to Closed
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