Create a customer collection for policies
I was wondering if its possible to create a customer tag or collection that we can use in policies.
Example "Premium Client" - which rolled out additional software that only that tier of client has subscribed to? or if we monitor clients more heavy we can have different policies for that collection.
At the moment i need to manually add the client to a series of policies which leads to human error if a policy is missed or forgotten or status changes.
Example "Premium Client" - which rolled out additional software that only that tier of client has subscribed to? or if we monitor clients more heavy we can have different policies for that collection.
At the moment i need to manually add the client to a series of policies which leads to human error if a policy is missed or forgotten or status changes.
