Show/Add/Remove Clients within Policies
not pursuing
P
Peter Loh
In the policies view, be able to view which clients are ties to that policy and be able to add and remove them from there.
Minetta Gould
updated the status to
not pursuing
After review, this request isn’t something we’re pursuing right now. That said, if this feature would help your workflow, please add your vote and comments to show your support. Community feedback plays a big role in shaping future updates!