Filter by Adviser on Clients & Plans

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Contacts (Clients / Prospects / Employees / Introducers)

stuartboyle

Need a filter option to show clients/plans by assigned adviser. I imagine this'd be quite useful when paired with tag filters.

As a use-case example: We tag clients with the month of their review to get an at-a-glance overview of reviews happening on any given month, so we'd filter by 'Stu Boyle' as adviser and 'May' as tag to see all of my clients with a review in May.

2 years ago

mark_backhouse

Had hoped this might have been addressed, but wished to reiterate that I don't see a need to have the seller filter but the active adviser would certainly be ideal as a filter.

3 months ago (edited)

john_halley

And also useful to have the assigned adviser as a filter option on cases too - I am only interested in the status of mine!!!!

a month ago (edited)

alexstephens

I think this filter should also be added to the cases page

a month ago (edited)

Hi there 👋

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Filter by Adviser on Clients & Plans