Dec. 1, 2017: Accounts assigned to agent filter in Concierge

We're making it easy to access and view accounts assigned to you in Concierge. From the Accounts view, you can now filter and view accounts by the user they've been assigned to.

To view by assignee:

  1. Go to Concierge > Accounts.
  2. Use the drop down Assignee menu to select or search for a user.

 

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