Add a filter for contacts that are not in any other projects
complete
Paul May
Merged in a post:
Add Research FIlters to identify new prospects
Tim Bramer
It's important for us to filter out contacts previously added to projects or added in other Research Profiles in the past. Having filters to only show new, fresh prospects saves us time as we don't have to research to find them and exclude them. We can exclude them from the start before we start actually researching the prospects in our research lists.
Paul May
complete
Paul May
The development of this is complete and I'm testing now. Assuming there are no bugs with it, it should go live by the end of the week (early next week at the latest).
Here's a screenshot of where you'll be able to find it in the UI. I'd considered adding the ability to filter out Websites/People that are in specific projects, but I didn't want to delay the delivery of this feature any more than it's already been delayed. Depending on demand, we'll consider adding that into a future release.
Apologies for how long this one has been in the queue, everyone. I appreciate your patience. If you have any feedback, don't hesitate to reach out.
Paul May
in聽progress
Paul May
planned
Volodymyr Sereda
I hope my grandchildren will see this functionality with their own eyes.
Paul May
Hi Volodymyr Sereda. I promise I'm not ignoring it. We're deep into a project that's turned out to be very large (backup recipients). We're getting that out the door and then we need to work on some bugs. After that, we'll re-review the roadmap and prioritize. I'll keep you posted.
Paul May
under聽review