Search unlinked folders
We need to be able to search Imaging for folders that don't have a CRM contact linked.
If not a search, maybe add a sort option? We can sort by name, date and size. It would be helpful to sort by "linked" or "not linked."
We need a better way to find unlinked folders in Imaging without opening up each index and scrolling down to look for missing link icons.
21
votes
Rachel
shared this idea
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Anonymous
commented
There are times when we inadvertently forget to link the account to Imaging. Short of checking every client account, it would be nice to add that as a filter when running a report.