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Feature #594

open

Client Health Indicators

Added by Nandu Kolukula 27 days ago. Updated 14 days ago.

Status:
In Progress
Priority:
Normal
Assignee:
Nandu Kolukula
Start date:
06/02/2026
Due date:
% Done:

0%

Estimated time:

Description

Add custom fields at company level:

Revenue band
Active contracts
Panel status (On panel, Tendering, Off panel)
Risk flag
Strategic tier (Tier 1 / 2 / 3)

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 #1

Updated by Nandu Kolukula 27 days ago

  • Subject changed from Activity roll-up — emails logged under company timeline to Client Health Indicators
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 #2

Updated by Nandu Kolukula 27 days ago

  • Description updated (diff)
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 #3

Updated by Nandu Kolukula 27 days ago

  • Tracker changed from Bug to Feature
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 #4

Updated by Raj Mudaliar 21 days ago

  • Assignee set to Nandu Kolukula
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 #5

Updated by Raj Mudaliar 14 days ago

  • Status changed from New to In Progress
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