Label/Tag Template Rows
P
Previous Fish
When templates are sent to outsource partners to fill out, there's no way to label individual rows with context about what type of agent should be placed there (e.g. "Tier 2 only", "Underclass only"). Partners have to rely on separate instructions or guesswork, which leads to incorrect assignments.
What's the requested change?
Add the ability to label or annotate individual template rows with a custom tag or note that is visible when partners are filling in the template. This would act as inline guidance without requiring a separate document.