Added quick filter tabs to documents, contacts and other records that limits the list to active only, starred, personal, new, inactive, deleted and other similar categorizations.
Interface Changes
Pending Documentation
Added Starred and Recently Deleted categories to Contacts, Prospects, and Documents.
Interface Changes
Pending Documentation
Added tabs to various lists to help organize the records. Examples of this is the 'Active/New/Inactive' tabs available for contacts, companies and messages.
Interface Changes
Pending Documentation
We are currently working on the ability to define custom record flags for various record types, based on record values or custom fields.
Interface Changes
In Development
Update view pages with better page headers that include an action button, menu to jump to record sections, along with custom user flags on various record types