deborah.kent's avatar
deborah.kent
Icon for Advisely Board rankAdvisely Board
2 years 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
    2 years 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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