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.

customer search...

customer search.jpg

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customer search.jpg

• ADMIN RESPONSE

  Mar 12, 2024

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

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• Votes 3