Perhaps on the customer page a column added that shows the cumulative score of each Customer so that I can quickly go to the page and remind myself of each of my customer’s scores? to the Right of the Completed column, maybe.

Please authenticate to join the conversation.
Completed
Feature Request
About 2 months ago

Cam Marston Sample Advisor Acct
Get notified by email when there are changes.
Completed
Feature Request
About 2 months ago

Cam Marston Sample Advisor Acct
Get notified by email when there are changes.