Admittedly, this one is a little techy, but anyone who uses software will appreciate the fact that we've enabled users to limit the types of organizations included in lists.

Active Agenda captures litterally hundreds (or thousands) of organizations that may be involved in an organization's risk control program. This became an obvious problem when our lookup lists became unmanageable. We addressed this problem by allowing users to identify organizationsby one or more characteristics. Depending on the characteristics assigned, organizations are automatically included (or excluded) from lookup lists.

This document is a little technical, but it will give you a good idea of which characteristics we use to filter the lists.  You can also look at the Characteristics screen in the Organizations module .

Available now.

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