Champ Software Sales Force Portal for Aha

Standard Field for "Client Risk" to ID clients at risk in emergencies

We were brainstorming to figure out how we could quickly identify clients that are at high risk during an emergency.  The thought was that if in the client details, we could rate the client on a risk basis – ie., high risk, medium risk, low risk – or 1,2,3, whatever would work, on the client details, then on the page where you would search for a client, if there could be a search filter where we could search for the “high” risk clients and a list would be brought up of all those rated has high risk, or low risk and those would be brought up. 

  • Champ Ideas
  • Aug 23 2017
  • Future consideration