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Status Shipped
Categories Reports Voting
Created by Laura Giles
Created on Aug 7, 2020

Need a consolidated customer view

with proxy voting now enabled and inability to enforce proxy voting, we're having to maintain separate customer data fields. Looking for an easy way for PMs and AMs to run account based reports that provide a holistic customer view. Today I'm using 5 different fields but each PM/AM won't know where to look for this data.

    Mar 12, 2024

    This is possible today with the organization and segment capabilities in Ideas Advanced.

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