Dani Palmer
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Brad Corrigan and
Jill Cartano are now friends 9 years, 5 months ago -
Melissa McCune and
Ryan Donovan are now friends 9 years, 5 months ago
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Brad Corrigan and
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Brad Corrigan and
Lantz Hunt are now friends 9 years, 5 months ago
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Melissa McCune and
Scott Ruling are now friends 9 years, 5 months ago
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Brad Corrigan and
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Brad Corrigan and
Derek Vanosdall are now friends 9 years, 5 months ago
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Becca Sarratt and
Kari Mekler are now friends 9 years, 5 months ago
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Brad Corrigan and
Aleicia Hornsby are now friends 9 years, 5 months ago
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Becca Sarratt replied to the topic Historical Data Conversions – Zero Out and Active vs Non Active in the forum Onboarding 9 years, 5 months ago
@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]
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Zach Lindgren voted up to the topic Feature Friday! 05/05/2017 by Adam Palmer 9 years, 5 months ago
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Brad Corrigan and
Michaela Faires are now friends 9 years, 5 months ago -
Zach Lindgren and
Lacey Warnock are now friends 9 years, 5 months ago -
Melissa McCune and
Lacey Warnock are now friends 9 years, 5 months ago -
Brad Corrigan and
Lacey Warnock are now friends 9 years, 5 months ago -
Dylan Mahler replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing 9 years, 5 months ago
@tarrah-hovendickclsinvest-com @zlindgrenwilliams-financial-com I certainly agree with you there. We have a project submitted to have bills invalidated rather than deleted, so it more accurately reflects how this was handled in our legacy system. As of right now, the project is still being estimated, so I don’t think it will role out with the May…[Read more]
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Becca Sarratt and
Kim Gibson are now friends 9 years, 5 months ago -
Brad Corrigan and
Kim Gibson are now friends 9 years, 5 months ago -
Melissa McCune and
Kim Gibson are now friends 9 years, 5 months ago -
Becca Sarratt replied to the topic Insight – How is your firm using this application? in the forum Reporting 9 years, 5 months ago
@toddcaliberwealthmanagement-com and @mconroyargentwm-com – I’m glad to hear you like the direction Insight is moving in and thank you both for the suggestions. We’re always looking for ways to improve our apps and I’ll be passing these suggestions along for potential future development. Thanks again!
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