Client Insights - Filter for Manager
under Client Insights, would be nice to have a filter by client manager, so each client manager can see and analyse their own clients portfolio rather than all clients.
1
vote
Yogi Sudjana
shared this idea
Thanks for sharing your feedback, Yogi. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll get a gauge of the interest here and I'll share if there are any updates planned for this.
