Place roadmap items at individual or entity level
under review
markm@busadvisory.com
With the new grouping functionality it would be helpful to have the ability to select whether a roadmap item should be added to the individual or another entity within the group. We often review for planning items and may uncover items that should reside in either place. As a workaround we are having to open the business profile in a second browser tab to be able to add items to it. That isn't very efficient.
Lauren LaVan
updated the status to
under review