Topics started by mmaliberatore

1 Discussion

M
Beginner
mmaliberatoreBeginner
posted in Ask a Peer

Feature Request - Client Group Level information

Hi Karbon,Would you please consider including a “Group Level” client information section, which flows through to all members of the group. Currently, we need to edit team members for each entity.The other information (notes, etc) flows through the timeline in the “Client Group” contact, which is awesome.However, if we need to change, for example, client team members, we need to do this for each entity, and also for the “Client Group” contact. This is necessary for “@team” purposes, etc.There may be “entity by entity” matters which needs to be changed at an entity level. That is ok, and I’m not suggesting changes in this regard.Perhaps there is a “Client Group” field/section which only triggers when an organisation or contact is linked into a Client Group. That way, any information changed in this “Client Group” Section flows through to all the other group entities and the “Client Group” contact.Cheers,

2
DianeK
Sr. Community Champion
2 years ago

Badge winners

Show all badges
Terms & ConditionsCookie settings