Selective Client Syncing from Halo to Thread
T
Todd Daigle
Todd Daigle requests the ability to selectively sync clients from Halo into Thread, rather than automatically syncing all clients. This would help reduce the number of clients managed in Thread and provide more manual control over which clients receive responses. Currently, there is no way to mass select or disable clients in Thread, making manual management difficult.
Autopilot
Merged in a post:
Halo Client Filtering
P
Peter Just
We need a way to filter clients/companies that are syncing to Halo. Ideally if we can choose which fields to sync on, that would streamline our efforts to maintain a close eye on which clients have Thread. We do use the "Relationship Field" but also have added a custom field to separate MSP Clients from other agreement types.