My Contact Consultant Column
It would be great if user levels ie Manager, Manager (Open), Admin and Franchise Admin could use the columns in the contact screen to pull through the My Contact consultant that the client is assigned to as opposed to searching per agent to get the result we are after. For example, searching for categories is any of - Physical Mail with letters permitted, we'd love to be able to pull over the My Contact Consultant full name, not initials so we can download and arrange a mail merge for a letter.
2
votes
Emma J - Kay & Burton
shared this idea
Hi
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.