All Porfolio Feed sections should be synced. It can be frustrating to locate a specific piece of communication when team members leave information in different areas. For example, if one person leaves a comment in the Request Portfolio but someone else looks for it in the Project Portfolio, it creates confusion. This disorganization recently upset a customer because not all portfolios sync together. Scattered communication across multiple portfolios not only wastes time but also makes us appear disorganized to customers when we can’t quickly find the right details. Current state of things, some team members primarily work out of the Clients section, others in Requests, and some in Projects, depending on where their specific workload is focused. In busy moments, it can be challenging to decide where to drop a piece of information in the feed section, especially when juggling multiple tasks or responding to a customer on the phone. And some communications are relevant in all Portfolios. While we can train staff to be more mindful of where they leave information, the reality is that on any given day, depending on the situation, we might need to use any portfolio to communicate. Syncing them together is far better than jumping between three separate portfolios, which is time-consuming and increases the risk of important details falling through the cracks like it did with one of our customers recently. I'm seeing this happen more often as our customer base continues to grow.
