Jessica Ness
@nessjcjmltd-com
Active 6 years, 4 months ago
@kim-gibsonorionadvisor-com sending you messages today to get better acquainted w the Social app. Can you see this message? Please look at case #01619747 for another example of recon issues. View
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Tricia Drexel replied to the topic Trends: Firm Level Goals in the forum Reporting 8 years, 3 months ago
1. After an advisor uploads firm goals to trends, can another advisor level user run the data query and populate new goals; thus overriding what someone else set?
2. Can there be different Firm Level Goals uploaded by users and viewable among all advisor level users in the database (e.g. for different Business Lines within the DB)? Or does each…[Read more]