Dashboard Card: Actions Completed by Employees

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• Dashboard Card: Total Actions Completed w/ Avg Completion Time

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• Reassigning Actions in Mass

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• Version 6.3.0

  Release Date: 1/30/2023 New Features and Enhancements Four new Visualization Cards have been added to the Dashboards: Actions Completed by Employees, AUM by Advisors, AUM by Age Range, and Upcoming Client Reviews. New "Advisor" curated Dashboard ...

• Completing Actions

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• Dashboard Card: # of Clients w/ Workflows Completed

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