Client Attitude Report or indicator
Amanda Aparicio
Currently, the only place I can find to see what a client's attitude is set at (happy, neutral or unhappy) is if I look at each client individually. If I want to use this as a management tool to monitor overall or multiple client attitude, I need to see this in some report. Could the most recent attitude flag be easily added to the client export? Then I could go dig deeper at the client profile level to see additional info. I want my senior accountants to use this as a relationship status indicator but right now the feature is almost worthless because I can't see it a helpful way.
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