@Amy Watson - good feedback. We are actually planning to allow you to make any transaction party the “Primary Agent” for any transaction. This is the best way to isolate a particular contact for multiple purposes (integrations, sorting, etc) - this will create it’s own column on the Transaction Page where it can be sorted or searchable. We will also expand our search to cover transaction parties in addition to transaction names. Will this solution work?
Log in to comment and vote
Comments2
Brett Keppler
Feb 11
@Amy Watson - good feedback. We are actually planning to allow you to make any transaction party the “Primary Agent” for any transaction. This is the best way to isolate a particular contact for multiple purposes (integrations, sorting, etc) - this will create it’s own column on the Transaction Page where it can be sorted or searchable. We will also expand our search to cover transaction parties in addition to transaction names. Will this solution work?
Amy Watson
Feb 12
This would be very helpful. Thanks Brett!