Add Note to a Client Group
under review
Troy Brown
under review
Investigating the concept of client links. On client board show a link icon, that pops up a client list to select, that links, and also provide the ability to add/create or select an available group/entity name. This name could be added to filters under 'Grouped Entities'.
Cassandra Scott
Troy Brown: XPM has grouping - generally used for client groups