New Client Insights needs more filtering capability
The new Client Insights section, I clicked in today from the newsletter, would be good to be able to filter by Client Partner/Manager as we can currently see all clients in the practice with no ability to filter.
6
votes
Erin Marney
shared this idea
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Susan Gooley commented
Could we also have an ability to filter by the only the clients a person looks after? So you could see just the clients you work on and not practice wide.