Hi Team!
The Associated People field is valuable for identifying client points of contact on open CTAs, especially during account transitions or when managing large books of business. It has also allowed us to send targeted communications to clients who are associated people on CTAs.
Currently:
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The field cannot be set as required when creating CTAs.
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Reporting does not easily allow us to identify CTAs without at least one associated person, making it difficult to monitor user compliance.
The ability to make this field required would significantly improve our processes.
