Director ID filed in Contact
It would be helpful to have a Director ID field for contacts within an entity in XPM. There are instances where we act for the entity and not the individual Director. We are therefore not able to store the Director ID in the same way for an individual client.
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Christine Hansel
shared this idea
Hi Christine, there's an additional field in the 'Tax and Company' section of the client details page where you can record the Director ID, as well as fields for the client verification details - More in our help here