Andrea Gibb
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Ray Shirley and
Andrea Gibb are now friends 9 years, 3 months ago -
Andrea Gibb started the topic Portfolio Audit- New dashboard in the forum Platform Support 9 years, 4 months ago
Did you see the new dashboard in portfolio audit? On this screen, you can now see the results for the most popular audits and search for a particular household, registration or account!
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Andrea Gibb replied to the topic Client Password Expirations in the forum Platform Support 9 years, 5 months ago
Hi Bob. Yes, you can change the amount of days for the password expirations. Send us a case if you want to extend your password policy!
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Andrea Gibb started the topic What’s your favorite feature of Orion’s system? in the forum Platform Support 9 years, 5 months ago
Let us know in the comments below!
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Andrea Gibb started the topic Compliance in the forum Compliance 9 years, 5 months ago
Within Orion Social, there are two different ways that advisors can communicate with each other:
1. Private Message
2. ”Mentioning” another individual in a post within the “My Activity Feed” (similar to Twitter)In either case, when you “mention” someone (i.e. @JohnSmith) or send them a private message, you will receive an email that co…[Read more]
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Mary Cohagan and
Andrea Gibb are now friends 9 years, 5 months ago -
Lisa Turner and
Andrea Gibb are now friends 9 years, 5 months ago -
Jeff Kliewer and
Andrea Gibb are now friends 9 years, 5 months ago -
Andrea Gibb and
Tyler Wood are now friends 9 years, 6 months ago
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Andrea Gibb and
Christopher Voorhees are now friends 9 years, 6 months ago -
Andrea Gibb and
Chris Shelley are now friends 9 years, 6 months ago
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Alicia Strecker and
Andrea Gibb are now friends 9 years, 6 months ago -
Andrea Gibb and
Daniel Woelfel are now friends 9 years, 6 months ago
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Andrea Gibb and
Laura Behrens are now friends 9 years, 6 months ago -
Andrea Gibb changed their profile picture 9 years, 6 months ago
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Andrea Gibb and
Erika Jessop are now friends 9 years, 6 months ago -
Andrea Gibb and
Bob Lamberty are now friends 9 years, 6 months ago -
Andrea Gibb and
Dale Trumble are now friends 9 years, 6 months ago -
Andrea Gibb and
Chris Davis are now friends 9 years, 6 months ago -
Andrea Gibb and
Christie Fulton are now friends 9 years, 6 months ago - Load More
