Management Reports Only Contacts (investors)
D
Danielle Boucher
It would be super helpful to add investors to Management Reports only without having use the assignable questions feature. I have clients with investors who only need access to monthly management reports otherwise every time I have a transaction question I need add 2 names to each question. Thank you for the consideration!
K
Katrina Way
Yes, yes, yes! This would keep the workflow in the app. In this situation, I email the contacts who are not in Double a download of the reports in collapsed format.