Allow Builders to view the contacts on a List
It would be good if in our account we could view all contacts or companies that have been added to a list. This would make it easier to review a list that has already been created in our account.
Seeing other companies and contacts that can be added is useful but there are times when I would like to only see contacts/companies that I have added to the list.
We have now incorporated your suggestion into Address Book searches within EstimateOne. When you conduct a search in the Address Book you now have the option to filter the results by ‘List(s)’ to show only contacts or companies who appear on the chosen list(s). Please feel free to get in touch if you any additional questions in relation to this new feature.