Ability to filter transactions by contact type (Individual & Company records)
complete
Rita Lusing
The option to filter the transactions by contact type to separate individual and company contacts-types.
Log In
A
Allison Morrissey
Is there a way to further drill down to add in a contact type for Foundations and government entities instead of just "company"?
Elaine Makikalli
updated the status to
complete
The feature has been completed. The transactions table now includes a Contact Type filter, allowing you to select Individual or Company. Thank you for sharing your feedback!
Elaine Makikalli
updated the status to
in progress
L
Linda Ianelli
Excellent option when reviewing for Underwriting, sponsors, for Newsletter and impact updates. Thank you!