Option to assign advisor while creating a new trip
in progress
Jacey Jones
marked this post as
in progress
Jacey Jones
Merged in a post:
Ability to assign advisor to new trip / new client.
V
Vanilla Aardvark
It would be great to have an easy drop down box or list of advisors to pick from (within our company) when we are creating a new trip or new client. It's a major time suck to have to go in afterwards, and change everything.
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Whisper pink Panda
Agreed! This would save a ton of time