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.
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Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Almost 3 years ago

Stuart Boyle
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Almost 3 years ago

Stuart Boyle
Get notified by email when there are changes.