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Status Shipped
Categories Ideas
Created by Eliza Crawford
Created on Aug 6, 2024

Make Proxy Vote Record Clickable in Reports

What is the challenge?

When I'm building a report to view proxy votes, I want to be able to click directly on the proxy vote to edit certain fields for that proxy vote specifically.

What is the impact?

I can't find a field that I can click on that opens the customer's specific proxy vote - I have to open the idea, then search through the votes to find the customer that I'm looking to edit, then click on the proxy vote from there.

Describe your idea

Please make the proxy vote clickable from a report.

  • ADMIN RESPONSE
    Sep 13, 2024

    You can now view proxy votes in their own window/drawer for easier viewing and editing. If you include the vote id in a report, you can click the id of a proxy vote to open it directly and make any edits needed.

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