List of Trained People on the Client Snapshot
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Would it be possible to add a list of trained people (and their training date) the the client snapshot please? This is a great summary of client activity but this piece of data is missing and it would be really useful to have it all in one place
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06 Apr, '23
Alicia WassenbergGreat idea, Sarah!
It would also be helpful if on the Client Snapshot that the Partner or Consultant that is the Account Owner would show as well. For example, when I run a report to Power Point on Client Snapshot, I have to open another tab in Force to see who the Account Owner is so that I know who to send the report to.
Thanks for considering!