Orion Social | Jessica Ness | Friends Activity https://social.orionadvisor.com/members/nessjcjmltd-com/activity/friends/ Activity feed for Jessica Ness's friends. Thu, 15 Oct 2026 15:20:36 -0500 https://buddypress.org/?v= en-US 30 hourly 2 479ee1825801b7a0a0b4c370da287052 Tricia Drexel replied to the topic Trends: Firm Level Goals in the forum Reporting https://social0.wpengine.com/forums/topic/trends-firm-level-goals/page/3/#post-32624 Thu, 12 Jul 2018 18:28:32 -0500 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]

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