Reports > Contacts > No Contact > Add Writing Advisor Filed
We have 14 Financial Advisors... so this report is useless without knowing which client is serviced by whom. It would work much better if we could filter by writing Advisor.
27
votes
Anonymous
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Will
commented
Come on RedTail, this is ridiculous... can you PLEASE IMPLEMENT this very useful improvement? I'm totally in the same boat as the person that posted this.