Sort Between SAAS Clients and Non-SAAS Clients
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Stockton Walbeck
Want the ability to quickly sort all of my clients by those who are on SAAS and those who are not. I have way too many of both and it's a mess to dig up either of them.
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Aryan Goyal
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Keith Besherse
Aryan Goyal, can we get a link to the support article please?
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Keith Besherse
Aryan Goyal Can we also get filter by account status (active vs paused)?
For my use case I also am desperately hoping for a filter to hide paused accounts and agency accounts in the Switcher.
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Keith Besherse
Related (not duplicate): https://ideas.gohighlevel.com/crm/p/folders-in-agency-admin-for-sub-accounts
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Adrian King
Could we please also be able to sort/filter by which SaaS plan they are on, and billing status?
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Kyriakos Kyriakidis
this is great! we also want in our saas business to be able to seperate which saas client has free trial active, who is actively paying, and who is cancelled.
Thibault Weber
Update on this feature?
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Dr. Steve Moore
Would like to sort for which SaaS clients are paused due to failed payments so we can activily help update their credit card info.
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RevEx Group
in progress
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David Hall
The ability to add folders would be good or even simply adding some kind of custom filters. I would love the ability to be able to filter our snapshot accounts so I could see things like SaaS, non-SaaS, and Snapshot accounts.
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Keith Besherse
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RevEx Group
planned
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RevEx Group
upcoming
We will soon add "SaaS / non-SaaS" and "SaaS Plan" filters on the sub-account list page.
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Jeremy Miner
RevEx Group Looking forward to this update. If we could have tags and/or folders on sub accounts that would also be a wonderful way to manage clients and their sub accounts. Right now there is no way to filter by vertical or other parameters.
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Keith Besherse
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David Hall
RevEx Group allowing us to have some additional filters, sorting, or folders would be great as well. We have a ton of snapshot accounts we created. I would love to be able to filter those out in some way to not have to scroll through all of them just to see which clients are in there. We have SaaS clients and non-SaaS clients, so just sorting by SaaS and non-SaaS would be helpful, but isn't best use case.
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