I recently enabled CSM as a field searchable up top, so a CSM or their manager could type in a CSM’s name and options would show their portfolio. However, I would like to include only Status = Active, as in exclude Churned customers. There is no way to do this right now, making this a little noisy in the end!
Userlevel 7
+1
Userlevel 7
Good idea! Does search show all accounts the CSM is assigned to?
Userlevel 7
Userlevel 7
+1
End Proctoring-
Userlevel 7
Userlevel 7
+1
End Proctoring-
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