Streamline Your Account Management with Enhanced Filtering Tools

We’re excited to share an enhanced filtering experience in our CRM’s Sub-Account Settings! This new feature is designed to make it easier for small business owners to find and manage specific locations based on telephony and messaging configurations. Let’s dive into the details!

📌 Why This Matters

As a small business owner, being able to efficiently manage multiple accounts is crucial. Whether you’re looking to ensure compliance, manage migrations, or check the phone capabilities across various locations, having a precise filtering tool can save you valuable time and effort. This updated feature helps you streamline your operations and maintain better control over your communications.

✨ What’s New

• Feature 1: Filters Panel – A new section in the Sub-Account Settings allows you to segment your sub-accounts effortlessly.
• Feature 2: Multi-Select Support – Easily apply multiple filters at once to narrow down your results, or clear all filters with a single click.

🛠️ How to Use It

1. Step 1: Navigate to the Agency View and select Phone Integration, then go to Sub-Account Settings.
2. Step 2: Click the “Filter” button in the top right corner of the sub-account list to access the new filtering options.

💡 Pro Tip

Regularly review and utilize the new filters to stay on top of your account management and ensure efficient operations.