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Former Member
Aug 11, 2015 at 10:04 AM

Marketing Attributes in Visit Planner

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Hello Colleagues,

In my current project we have a requirement around the visit planning functionality. The client would like to be able to filter accounts in the visit planner based on marketing attributes. Currently this is not possible as far as I can see, although in release 1508 we can now use marketing attributes to filter in the account search.

I therefore have two questions I hope you can help me with:

  1. Is the use of marketing attributes for filtering accounts in the visit planner a functionality that is on the roadmap for future releases?
  2. Can you think of suggestions/workarounds that might mitigate the fact that we are not able to do this currently? At the moment we are considering putting Z-Fields on the Account that can contain the necessary values, but we would prefer not to have the same information in multiple fields/attributes

Thank you in advance,

Martin