Blair Rumbaugh

@bretttru-ind-com That’s correct! You are very welcome, and thanks again for asking!

@greg-skidmorebelpointe-com To prevent accounts from being pulled into Trends, they can be flagged as “demo” accounts. This is the only way to prevent them from being included altogether. You can mark them as unmanaged to keep them off all of the dashboards except for the Home dashboard. By unmanaging them, they will also be excluded from…[Read more]

@bretttru-ind-com That’s a great question! Providing that the Household is still Active and has a value, that the Account(s) was “Managed”, and that the setting used on the Report or at your firm level is set to include “All Accounts”, then the cancelled Account(s) would still be included in in performance.