Global Policies - list of customers | Voters

Global Policies - list of customers

Andrew

It would be ideal to click on a global policy and see which customers are using the policy rather than just the number of customers, even if it was just a tab within the policy to see which customers it was assigned to so we could click and jump to that client.

May 10, 2023

Nick Saunders

Merged in a post:

Client Policies

Troy Thomson

Create a report that allows you to see which client has their own custom policy.

May 15, 2024

Troy Thomson

Hi Steve, yesterday I had to make a global change to our default custom policy which 95% of our clients use. The other 5% have their own custom policy for specific reasons and I had to go through each client to determine who was using the default versus custom, which was quite time-consuming. Thankyou.

Steve Staden

Troy Thomson: Can you expand on what's driving this need to know who has a custom policy? Just want to make sure we understand the request fully.

Deon

Yes! I only ran into an issue yesterday where I wanted this feature.