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!
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.