Organisations - Portfolio, follow ups and association of contact notes
Hi aXcelerate,
Creating a new post as unsure if older posts are getting reviewed, but has there been any updates/development on the having portfolio within an organisation profile and also applying follow ups against an organisation?
There has been an other post from 2019 with plenty of support around this.
In addition, it would also be helpful to be able to associate contacts to notes applied within an organisation profile.
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