Limit companies and contacts imported from PSA | Voters

Limit companies and contacts imported from PSA

Brett Bell

For security reasons we would like limit what companies and contacts are imported from the PSA during initial set up - so we can decide what companies we bring into the platform.

Created by Stephen Boss

January 4, 2023

Ricky Balmaceda

Merged in a post:

Add disclaimer before setting up PSA integration of what data will be synced from PSA

Brett Bell

We would like to know what data Thread will be syncing from the PSA before we set up the integration.

22 hours ago

Ricky Balmaceda

Merged in a post:

Filter Integration

Cory Ruthardt

Need to be able to set the scope or filter data before it is synced from an integration. Example: filter former clients before being synced from PSA.

22 hours ago

William Hunt

I would like to at a minimum be able to purge out clients selectively

Jim Millican

I agree with Cory. Between former clients, lost prospects, and 17 years of crap, figuring out who we want to setup with Messenger is painful.