Option to create relationship CTA's from the account level
Currently, you can only create relationship CTA's from the cockpit or the relationship level. It would be nice if we also had the option to create a relationship CTA from the account level. Right now it defaults to just the account, and doesn't allow the option to add one of the relationships for that account.
Hi Rahbi,
Thanks for the post. We will take up this enhancement based on the number of customers asking for it.
Thanks,
Nitisha
Thanks for the post. We will take up this enhancement based on the number of customers asking for it.
Thanks,
Nitisha
+5I agree that this would be very useful!
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