Client Onboarding Software Resources

No, you could do it with the additional columns. I believe someone has raised a feedback suggestion on the portal though as other's have this question.

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Hi Devan! Your question makes perfect sense. And yes, you can filter your client grid view by accounts you are listed as a secondary on. I recommend adding the secondary assignment field as a column in your grid view and saving the segment for easy toggling. If you have more questions, feel free to reach out to your designated account team or email customerlove@clientsuccess.com with your follow-up!

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