Viewing / Searching Groups
To segregate our data and allocate each salesperson designated Organisations, we have split our Organisations into various Groups with each Group containing a few hundred different Organisations. Is there any way for the Admin User to view or produce a report on which Organisation belongs to which Group and view or search on which Organisations do not belong to any Group so we can allocate them accordingly?
I realise that you can go into each Organisation one at a time, and as an Admin User it will show which Group that Organisation belongs to, but this is extremely time consuming.
At the moment there are no specific plans for this, however we are looking to update search across the application. Details are at http://senokian.uservoice.com/pages/tactile_crm/suggestions/8265-allow-search-on-more-fields and it might be worth adding your requirements there.