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Feature
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Resolution: Unresolved
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Undefined
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None
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None
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False
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None
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False
Current - Filter options - drop down list
- (ex- customer success team enables only CSEs to filter the required details)
- Drop down for account numbers
Proposed features
- Filter option for respective geos pertaining to EBS accounts
- Option for account name as a filter
- Option to be able search with relevant key words in each filter for each of use
Current - Account details gaps
Examples:
1060105 PT. Bursa Efek Indonesia | associates none | customer portal has account manager and SA details
10466224 Merative | associates - pgozart | customer portal has account manager details too
Proposed features
- Browser to be able to display associate name and designation
- In case of more than 1 associate contact to be displayed in separated columns
- To be able to pull customer portal information