Administrators can now control which Employees or Contacts show up in Employee and Contact custom inputs.

• Set search criteria to limit the available records, e.g. Contact Type = Customer
• Combine several criteria for more precise results
• Users can only see and select records that match

Search results are more relevant, and users are less likely to pick the wrong person or company, so data stays accurate and consistent.

⚒️ Activation required by Archdesk Administrator.