deborah.kent's avatar
deborah.kent
Icon for Advisely Board rankAdvisely Board
12 months ago

jessica.lamb Question on how to search all clients in a particular platform say everyone in BT Panorama 

  • jessica.lamb's avatar
    jessica.lamb
    Icon for Advisely Partner rankAdvisely Partner
    12 months ago

    Thanks for sending through your question deborah.kent 

    This would need to be actioned by someone with an IPS license, then select Advanced Search > New:

     

    And under the Portfolio Tab, you can search for clients based on an External Vendor list:

    This links back to datafeed data, and a great way to find clients with a specific provider. 

     

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