One report, customized by subscriber role (i.e. advisor, investor, potential investor)
It would be really really great if I could manage different subscriber roles (i.e. advisor, investor, potential investor) and then customize (zero,one or more of) the section of my report tailoring the message by role (i.e. to manage info that I don't want to share with potential investors). Otherwise now I've to create different Company to handle that and copy/paste/customize the same report for each role for every weekly update I send out.
3
votes
Anonymous
shared this idea