Lesli Selle
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Becca Sarratt and
Kathy Johnson are now friends 9 years, 5 months ago -
Becca Sarratt and
Nicole Broussard are now friends 9 years, 5 months ago
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Becca Sarratt and
Jesse Bonde are now friends 9 years, 5 months ago
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Allen Padilla and
Lesli Selle are now friends 9 years, 5 months ago
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Becca Sarratt and
Marchello Garcia 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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Allen Padilla posted an update 9 years, 5 months ago
@lesli-selle Thank you for your help. Would you mind adding me as a friend?
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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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Allen Padilla joined the group
Performance 9 years, 5 months ago -
Allen Padilla and
Michaela Faires are now friends 9 years, 5 months ago -
Becca Sarratt and
Kim Gibson are now friends 9 years, 5 months ago -
Lisa Turner 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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Becca Sarratt started the topic Webinar Wednesday! 5/3/2017 in the forum Reporting 9 years, 5 months ago
Join us today to learn more about Orion Social at 10:30 AM CST! Webinar details can be found here: https://www.orionadvisor.com/events/month/
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Becca Sarratt voted up to a reply by Becca Sarratt in the topic Insight – How is your firm using this application? 9 years, 5 months ago
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Becca Sarratt and
Nick Anastasakis are now friends 9 years, 5 months ago
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Becca Sarratt and
Raymond Scott Stone are now friends 9 years, 5 months ago
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Becca Sarratt and
Rebecca Zabka are now friends 9 years, 5 months ago -
Becca Sarratt started the topic Feature Friday! 4/28/17 in the forum Reporting 9 years, 5 months ago
We’re looking at reviewing our Reporting Onboarding process. What did you find helpful? What do you feel would have made it better? Let us know your feedback here!
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Becca Sarratt and
Nate Lozeau are now friends 9 years, 5 months ago
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