Situation:
For our larger clients, we have added the field of Advisor 3.
Problem:
This field is only visible under the record page and only if the record information is expanded so no one knows that there is an Advisor 3 or who they are unless they know to go to the record and expand the client's information. See below (screenshots also attached as pdf:
Unexpanded:
Expanded:
Expanded Summary when in an action:
Not available under FYI quick choices:
Solution:
Can a feature be added where Advisor 3 field be added to wherever the rest of the Team Members are visible including in FYI list?