Location Column and Filter on Client and Contact Lists

Hi there,

If your business runs more than one location, you can now see and filter clients and contacts by location, making it much easier for each branch to focus on its own customers.

What's New:

• A new Location column on the Clients list and the All Contacts list.

• A Location filter on both lists, in the Filters panel.

• The column appears automatically when your company has more than one location; single-location accounts keep the same simple list as before.

How to Use It:

• Go to CRM → Clients, or CRM → All Contacts.

• Look at the Location column to see where each record belongs.

• Click Filters, choose one or more locations, and apply to narrow the list.

Benefits:

• Branch managers see only the customers that matter to them.

• Faster lookups in large client databases.

• Cleaner exports and follow-ups per location.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].