A bunch of stuff

A bunch of stuff

hello, 

We are going thru some major transitions in which about 5 advisors retired and the redistribution of those clients in Advisor Engine became quite tedious.  

Actions
Scenario: about 75 Service Monitor actions were pending and I had select edit and reassign each of them.  I cannot use the reassign all tool because all actions are not being moved.  Times 5 Advisors
Needed Solution:  The ability to select specific actions and reassign them to someone.


Documents: 
  1. The ability to delete docs in Mass. 
  2. The ability to move documents from one record to another.  Ever so often 10 docs get dropped in the wrong record.  We have to download and re upload them to the appropriate record. 

Web Forms

Only the team creating the link should have access to the prospects coming in on that link.

Feature Security
Issue: It always takes hella' long to find where things are
Solution: Please add a grid view.  The current columns would suffice (Feature Name, Group, Description).   With an export option of course.

User Group Management

I would like to see what users have access to which groups without opening each User or User Group. 
 

Possible Solutions 
Add a view to the User Group Management that displays what group each user has access too. 
Example:  with this view I can sort, filter, and pivot table the crap out of this information. 



I'm currently trying to manually maintain this massive spreadsheet of users access to Advisor Engine and having the tables above available for export would make this so much easier. 

This is currently my Advisor Engine User Tracking
 



Please let me know if you have any questions.  Thanks for listening. 

Sheila 
5855122346