Next Renewal Date
On each client record, ClientSuccess displays a "Client-as-of" date. Equally as (if not more) important is the next renewal date.
For executives quickly hopping into accounts, it would be great to have this next renewal date visible to that client-as-of date. Potentially the status as well (ie forecasted, booked, etc.)
Also would be beneficial to display this clearly when using the global search client preview cards.
For executives quickly hopping into accounts, it would be great to have this next renewal date visible to that client-as-of date. Potentially the status as well (ie forecasted, booked, etc.)
Also would be beneficial to display this clearly when using the global search client preview cards.
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