Digits Reports Builder: Adding Customer & Supplier mentions into the Exec Summaries

Related products: Digits Reports Builder (Labs)

In the same way that we can refer to line items in the reports e.g. Accounting Services I would love to be able to have an @mention Customer and Supplier names in the Exec Summary so my clients could independently review things related to these as well within their report.

Utopia would then be to either take the client to Digits Search so they can drill down on the specifics for that customer or supplier OR to Sales / Burn depending on whether it’s a Customer or Supplier

 

Thanks for sharing this idea @JAM will make sure the team sees it.