it would be helfpul to view a client name clearly to any tasks. Where many tasks are applied, you have to click in to each one, where an adviser may have a priority task for a specific client, you canβt pick this out quickly from the list.
Please authenticate to join the conversation.
Accepting Feedback
Feature Request
10 months ago

Chantelle Bennett
Get notified by email when there are changes.
Accepting Feedback
Feature Request
10 months ago

Chantelle Bennett
Get notified by email when there are changes.