Skip to main content
amanda.caldwell
Contributor ⭐️⭐️⭐️⭐️
September 2, 2025
New Idea

Add record for new person to inline editable report

Related products:CS Other Features
  • September 2, 2025
  • 0 replies
  • 10 views

We have a dashboard configured for contact maintenance so our user base can manage their contacts from an entire Book of Business perspective. We would LOVE the ability to “Add Record” for a new person (client contact) on this dashboard (via inline editing report) so they don’t have to go C360 to C360 to add contacts individually. Please consider adding this capability --Add Record via inline editing--to the person object.