Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Please add a Plan/Opportunity status of "Closed" as code table option; a little finer than Cancelled

For prospect management when closing a plan; in order to reset a similar plan for the following fiscal year (not cancelling the plan)

  • Anonymous
  • Apr 23 2024
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