Client list - Ability to identify Trustee Companies
Can we have an option in the client screen to easily identify trustee companies
1
vote
Administration AZA
shared this idea
Hi there, thanks for the suggestion. We understand the need to quickly distinguish between other client type and a trustee.
Right now, this is often managed with naming conventions or custom fields, which aren’t always easy to see at a glance.
I’ve moved this to Gaining Support so we can track interest and show our product team how a dedicated “Trustee” indicator could improve the Client List experience.
