Thryv Community

Join the conversation with other users of Thryv

Addition of Check box next to each letter in Clients section

Answered

Comments

3 comments

  • Official comment
    Thryv Product Team

    Hi, Andrea,

    Thanks for your suggestion!

    Thryv does allow you to filter by the letter of a name. In the example below, we did a search for the letter "J." This brought up all clients in our CRM with the first and last name starting with "J." We were then able to check the boxes next to the names we wanted to export, choose our custom columns, use filtered rows and see all of our clients with just that letter included in their name.

    If you are looking for this to be more automated/perform bulk actions, we may have a solution for this coming down the pipeline at some point, so stay tuned!

    Let us know if this helps you do what you're wanting Thryv to do. Otherwise, definitely share additional information and we will help!

     

    Comment actions Permalink
  • Andrea Kumari

    Thanks for the response team.

    I strongly agree that we can filter by the letter of a name.As we see in the snip that we have got the result with the first and last name starting with "J".But,now we will have to check every single box one by one to select the client.I was referring to a single step that we can do(by just checking a box next to letter "J") and then all the clients will get automatically selected whose names start with letter "J".And this step is gonna save lots of time. 

    0
    Comment actions Permalink
  • Thryv Product Team

    Thanks, Andrea, for the clarification!

    As we mentioned in the first comment, we think we have a solution for this coming down the pipeline that will automate this/allow bulk actions - stay posted to your Thryv and wait for the magic to happen!

    - Your Thryv Product Team

    1
    Comment actions Permalink

Please sign in to leave a comment.

Can’t find what you’re looking for?

Our customer support team is available 24/7 by online chat, phone, or email

Thryv Community

Join the conversation

Copyright © 2018 Thryv. All Rights Reserved