Welcome to Vertafore Ideas!
Have an idea? Search first to see if it exists and collaborate with the community by commenting & voting to make it a greater idea.
Learn more: How to Submit Ideas
Have an idea? Search first to see if it exists and collaborate with the community by commenting & voting to make it a greater idea.
Learn more: How to Submit Ideas
Have the services team table pull the title from the employee setup in AMS. Role as Account Executive and Account Representative are different from the actual titles of our employees. We use Client Advisor and Client Relations Agent when communicating with our clients.
Product Version | Online |
Related Products | AMS360 |