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Category column - Accounts List

tneeder@tegna.com - From TEGNA user Tiffany Needer

I have a great suggestion! I exported my list into excel alphabetically. I would like to sort it by "product category". That would be super helpful when I am looking for all of my tourism clients or home improvement clients, etc. Can you add that as a column?

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LuzMa shared this idea  ·   ·  Report…  ·  Admin →
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  • Dan Hammond commented  ·   ·  Report

    When I export the Master List it does not keep the category information. It would be helpful to separate out certain items such as Categories from the Master List.

Matrix: Accounts

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