reassigning actions & recurring actions
It would be amazing to have an extra option when
reassigning actions & recurring actions to have them go to Advisor 1. Typically
when an advisor leaves, we reassign the records to other advisors on the team,
not just one person. Currently we have to manually go in to see who the new
advisor is listed and manually reassign all actions & recurring actions
individually rather than in bulk. Huge time suck.