Dashboard Card: Total Actions Completed w/ Avg Completion Time
This content has moved.
Please update any links or bookmarks.
Related Articles
Version 7.7.0
Release Date: 3/20/2024 New Features and Enhancements Informational Contacts may now be promoted to full Records. New columns of data have been added to the Informational Contacts and Relationships Grids. Relationships: AUM, Net Worth, Advisor 1, ...
Version 7.1.0
Release Date: 10/3/2023 New Features and Enhancements Person names on summary cards now display with formatting entered rather than all caps. Edit All has been enabled for Mailing Address contact info. New alert types in the Schwab integration are ...
Dashboard Card: # of Clients w/ Workflows Completed
This content has moved. Please update any links or bookmarks.
Dashboard Card: Total Actions Entered
This content has moved. Please update any links or bookmarks.
Completing Actions
This content has moved. Please update any links or bookmarks.