Company filters

Your PSA usually holds far more companies than the customers you actively service — vendors, prospects, inactive accounts, one-off records, and companies mirrored in from connected tools. Company filters let you decide which of those Neo keeps in its own company directory (the Companies tab), so agents work against a clean list of real customers instead of your entire address book. By default Neo keeps active customers and leaves everything else out.

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Where to find it

Open Integrations, pick your PSA, expand Advanced settings, and find the Company filters section (next to PSA filters).

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How filtering works

A company is kept when it clears every filter. Each filter targets one dimension, read from your PSA: Each filter is either Include (keep only companies whose value is in the list) or Exclude (keep only companies whose value is not in the list). The values you can choose come straight from your own PSA data, so ConnectWise sees your ConnectWise company types and statuses, Halo sees yours, and so on.

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Company status (ConnectWise)

The Status dimension is a simple active/inactive flag. But ConnectWise company statuses are your own free text, and names like Account Closed, Liquidated, or Offboarding still count as Active — so they slip past an Active-only filter and clutter your directory. Add a Company status filter to include or exclude those by name. To hide closed accounts, add an Exclude filter and pick Account Closed, Liquidated, and any other statuses you don’t service. The status names come straight from your ConnectWise data. This dimension is ConnectWise-only — other PSAs expose active/inactive as a single flag, which the Status dimension already covers.

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The default

When you haven’t configured anything, Neo applies a sensible default and shows it as editable rows:

• Status: Active
• Account type: Customer — where your PSA has a clear customer type. For ConnectWise, Neo pre-selects your client-style types (e.g. Managed Services Client, Break Fix Client) and leaves out vendors and prospects. Halo companies use numeric types with no standard “customer” label, so Halo starts with the Status: Active filter only — add an Account type filter to narrow it to your customer types.

Edit or remove these rows like any other filter.

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Adding and removing companies

Saving a change is widening-first and safe: Removing a company takes it off the Companies tab, stops agents from resolving or acting on it, and prevents future syncs from bringing it back. It’s reversible — re-add the matching filter (or manually map the company) to restore it.