The counters appear as search criteria in the ”match also” blocks of Find Company and Find Project
The counters also appear everywhere else we can search for Companies and Projects
- Unified search system everywhere
- Find (Company, Project)
- Static Selection member criteria
- Dynamic Selection member criteria
- Status Monitors
Of course, you can combine them with any other kind of criteria you find relevant
The combination of counter criteria, real-time updates, nightly regeneration and dynamic selections is particularly powerful
- For instance, up-to-date selection of customers needing your attention
- Then run a task to create appointments for yourself, or the responsible contact
- Take a snapshot by converting into a static selection, for later reference