Jina Horton
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Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? 9 years, 3 months ago
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Becca Sarratt and
Cody Norton are now friends 9 years, 3 months ago
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Ray Shirley and
Tricia Drexel are now friends 9 years, 3 months ago -
Dylan Mahler replied to the topic Orion Social – Smart Card Feed to Replace My Activity Feed in the forum Ideas 9 years, 3 months ago
@amanda-steinspring @orion_astraea Here are a few mockups.
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Curtis Hicks replied to the topic New Accounts – What does a typical new account process review look like to you? in the forum Onboarding 9 years, 3 months ago
@ericselkirkwealth-com I’m glad our suggestions were helpful! For the instances where you have an account created without an account number and it needs to be updated later – you can do this by adding a Performance Asset to the account. Find the account in the Portfolio Audit, right click and go to Assets. Next, from the Action’s menu in the…[Read more]
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Ray Shirley and
Phil Colling are now friends 9 years, 3 months ago -
Amanda Steinspring started the topic Orion Social – Create User Types in the forum Ideas 9 years, 3 months ago
Client Typing – Create profile buckets based on data of how advisors are utilizing Orion.
The profiles would work along with the Smart Card Activity Feed. The info we are pushing to the user in the activity feed is based on the data we are collecting from the profile type. Ex) If a user who is mostly using billing would be fed billing related…[Read more]
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Amanda Steinspring started the topic Orion Social – Create User Types in the forum Ideas 9 years, 3 months ago
Client Typing – Create profile buckets based on data of how advisors are utilizing Orion.
The profiles would work along with the Smart Card Activity Feed. The info we are pushing to the user in the activity feed is based on the data we are collecting from the profile type. Ex) If a user who is mostly using billing would be fed billing related…[Read more]
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Amanda Steinspring started the topic Orion Social – Ideas in the forum Ideas 9 years, 3 months ago
IDEAS page in Orion Social
Please post your suggestions for features/functionality you would like to see within Ideas in the comments.Advisors and Internal users can utilize Ideas for new development suggestions. Just like in forums, other uses can comment with their own related ideas or best practices.
Users have the ability to vote on…[Read more]
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Amanda Steinspring started the topic Orion Social – Ideas in the forum Ideas 9 years, 3 months ago
IDEAS page in Orion Social
Please post your suggestions for features/functionality you would like to see within Ideas in the comments.
Advisors and Internal users can utilize Ideas for new development suggestions. Just like in forums, other uses can comment with their own related ideas or best practices.
New Idea Template to include: Title,…[Read more]
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Amanda Steinspring started the topic Orion Social – Smart Card Feed to Replace My Activity Feed in the forum Ideas 9 years, 3 months ago
Replace the existing My Activity Feed with Smart Card Feed (like Google Plus)
Items to Include in the new Activity Feed:
Shout Outs (not from Assist/Walk Me)
Orion Connect Notifications & Alerts (this will allow us to remove the sidebar on the home page)
Any @ Mentions in Orion Social
Relevant updates to Forums, Help Docs, webinars
Time…[Read more] -
Amanda Steinspring started the topic Orion Social – Smart Card Feed to Replace My Activity Feed in the forum Ideas 9 years, 3 months ago
Replace the existing My Activity Feed with Smart Card Feed (like Google Plus)
Items to Include in the new Activity Feed:
Shout Outs (not from Assist/Walk Me)
Orion Connect Notifications & Alerts (this will allow us to remove the sidebar on the home page)
Any @ Mentions in Orion Social
Relevant updates to Forums, Help Docs, webinars
Time Sensitive…[Read more] -
Amanda Steinspring started the topic Orion Social – Smart Card Feed to Replace My Activity Feed in the forum Ideas 9 years, 3 months ago
Replace the existing My Activity Feed with Smart Card Feed (like Google Plus
Items to Include in the new Activity Feed:
Shout Outs (not from Assist/Walk Me)
Orion Connect Notifications & Alerts (this will allow us to remove the sidebar on the home page)
Any @ Mentions in Orion Social
Relevant updates to Forums, Help Docs, webinars
Time Sensitive…[Read more] -
Amanda Steinspring started the topic Orion Social – Smart Card Feed to Replace My Activity Feed in the forum Ideas 9 years, 3 months ago
Replace the existing My Activity Feed with Smart Card Feed (like Google Plus)
Items to Include in the new Activity Feed:
Shout Outs (not from Assist/Walk Me)
Orion Connect Notifications & Alerts (this will allow us to remove the sidebar on the home page)
Any @ Mentions in Orion Social
Relevant updates to Forums, Help Docs, webinars
Time Sensitive…[Read more] -
Amanda Steinspring started the topic Orion Social – Smart Card Feed to Replace My Activity Feed in the forum Ideas 9 years, 3 months ago
Create profile buckets based on data of how advisors are utilizing Orion (ex: Orion Power Users who use all apps, Executives (high level users), Specialists – users who work within only the billing or only the trading apps.
Items to Include in the Activity Feed:
Shout Outs (not from Assist/Walk Me)
Orion Connect Notifications & Alerts (this will…[Read more] -
Amanda Steinspring started the topic Orion Social – Smart Card Feed to Replace My Activity Feed in the forum Ideas 9 years, 3 months ago
Create profile buckets based on data of how advisors are utilizing Orion (ex: Orion Power Users who use all apps, Executives (high level users), Specialists – users who work within only the billing or only the trading apps.
Items to Include in the Activity Feed:
Shout Outs (not from Assist/Walk Me)
Orion Connect Notifications & Alerts (this will…[Read more] -
Amanda Steinspring started the topic Orion Social – Smart Card Feed to Replace My Activity Feed in the forum Ideas 9 years, 3 months ago
Create profile buckets based on data of how advisors are utilizing Orion (ex: Orion Power Users who use all apps, Executives (high level users), Specialists – users who work within only the billing or only the trading apps.
Items to Include in the Activity Feed:
Shout Outs (not from Assist/Walk Me)
Orion Connect Notifications & Alerts (this will…[Read more] -
Ray Shirley and
Scott Ruling are now friends 9 years, 3 months ago
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Ray Shirley and
Todd Urkoski are now friends 9 years, 3 months ago
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Ray Shirley and
Tyler Wood are now friends 9 years, 3 months ago
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