Show/Add/Remove Clients within Policies | Voters

Show/Add/Remove Clients within Policies

not pursuing

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.

February 26, 2025

Minetta Gould

marked this post as

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!