Group Multi-select from Views

General Description

Allow users to select multiple existing groups when filtering for records in list views. Currently users can select to see one group or records in all groups. Users would like to be able to select multiple groups specifically to see only those records. Can we replace this single select w/ a checkbox selection:

Current Functionality

One or more groups can be assigned to individual records within the Magaya CRM. A filter in the list view for the below record types allows users to display only those records tagged to the selected group. User's can currently select to see records from one group at a time.

Below each is a link to more information about working with groups for those record types.

• Accounts

  • https://knowledge.magaya.com/#/article/CRM_Admin_Accounts/EN

• Leads

  • https://knowledge.magaya.com/#/article/CRM_Admin_Leads/EN

• Contacts

  • https://knowledge.magaya.com/#/article/CRM_Admin_Contacts/EN

For more information about filtering for assigned groups please visit Magaya CRM: Overview of Search in the Magaya Knowledge Base.

Future Functionality

The drop down when selecting which group to view will add groups to the Filters Applied list, similar to the Advanced Search options do today as show in this example:

Users can select each group and have it add to the Filters Applied list to include as many or as few groups in the search results as necessary. To remove a group from the search, click the X next to the group value in the Filters Applied list. To remove all group filters, reset the search by using the X in the right-hand side of the search options: