Filter for relationship cards
None
Would love to have a filter option in the relationship section of the C360 page. This way you could group relationships and limit your view. We have accounts with 100+ relationships and the load time can be unmanageable.
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We are planning to enhance our relationship section under C360 to also show as a list instead of cards with options to search on any field added to the list view.
When you said "group relationships and limit your view", what kind of grouping are you looking at? We are thinking about grouping by relationship type by default. What grouping would be helpful to you?
It would be much more helpful to have a filter based on a Relationship Status of some sort, (ie. I would love to be able to hide Churned Relationships, rather than having to just delete them) but only showing one Type at a time does not work at all.
Using the list view allows for an option, but it is not the same as the ask outlined above.
Today, the only easy way to get it out of the view is to delete the card, but then you lose all that history with it.
I feel like we could definitely use a FILTER button, at the minimum, in the top corner of the section.
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.12 release. It is now possible to filter for All Relationship Types in the List View of the C360 Relationship section.
You can find the relevant information in our article.
This feature is implemented only in the NXT version.
Thanks for posting!
We are planning to enhance the view in C360 > Relationships by providing a filter on Status. This is a part of near term roadmap.
We have been pushing for improvements to the Relationships section of the C360 for some time.
The most needed improvement for Relationships is for the Filters to be Sticky.
We have hundreds of Account Contacts, but only have Relationships with a few people. So, we go to the Relationships section and configure complex filters ((A or B or C) and D)) to limit the list to the names we need to see. Unfortunately those filters DO NOT stick, so we have to reconfigure them every time we switch accounts or refresh the page. Please please please fix this.
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.16 release. With this release, users have the ability to filter the C360 Relationship section based on Relationship Status; Active, Inactive, or Churn. This makes it easier for CSMs and other Users to view Relationships relevant to them.
This feature is only implemented in the NXT version.
Thanks for posting!