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Filter Deal Contacts by Organization #37

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joshuarestivo opened this issue Sep 24, 2024 · 0 comments

joshuarestivo commented Sep 24, 2024 •

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Lists of Contacts should be filtered by Organization wherever possible.

In the Deal document view, if an Organization has been set, the list of Contacts should be filtered, by default, based upon the Organization. It should still be possible to clear the filter, if desired.
In the Convert to Deal modal, if 'Choose Existing Organization' and 'Choose Existing Contact' are both set, the list of Contacts should be filtered based upon the Organization. It should still be possible to clear the filter, if desired.

joshuarestivo mentioned this issue

Add all Leads for Organization as contact when converting Lead to Deal #25

Open

joshuarestivo changed the title ~~Support multiple Contacts per Deal~~ Primary contact for Deals

joshuarestivo changed the title ~~Primary contact for Deals~~ Filter Deal Contacts by Organization

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