Custom Tag for Filtering Opps/Projects/Service

We have two offices and we’d love a better way to separate visibility between them.

Right now, all Opportunities, Projects, and Service Calls live in one company-wide list. Since we don’t automatically assign jobs to specific team members, work is picked up and assigned as we go. That means everyone sees everything across both regions, even when they only need to focus on their office.

As a temporary workaround, we created a tag in the Market Sector field to identify the region. The challenge is that Market Sector only allows one selection, so if we use it to tag the office location, we lose the ability to accurately track the actual market sector of the project. So we can use it for region or reporting, but not both, which isn’t ideal.

It would be incredibly helpful to have a dedicated way to designate a record by office or region and filter by that field independently of Market Sector. This would allow each team to quickly filter down to what applies to them, reduce clutter, and keep reporting clean and accurate at the same time.

I imagine this would be valuable not just for us, but for any multi-location integrator or growing company trying to manage work across multiple regions without segmenting into entirely separate databases.