We need more granularity in syncing options. Specifically, users should be able to:

Restrict Syncs by Company/Contact Type:

Allow admins to specify which types of companies and contacts are included in syncs.

Control Company Status Sync (Active/Inactive):

Provide options to manage whether the sync includes inactive companies or is restricted to active ones.

This feature should adapt to the specific capabilities of each PSA (company statuses in ConnectWise Manage for instance).

Use Case:

Larger MSPs require this functionality for better onboarding and management workflows. These controls ensure more precise data handling, reduce clutter, and allow for a tailored experience based on their unique operational needs.

Impact:

Enhances day-to-day management of data syncs.

Reduces errors and unnecessary data clutter (seeing inactive companies/contacts in Thread Inbox).