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27 results found

  1. Dashboard updates

    4 votes

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    0 comments  ·  Dashboard  ·  Admin →
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    Georgia Evans supported this idea  · 

  2. Make dashboard more useful

    4 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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  3. Custom branding for introducer portal

    1 vote

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    0 comments  ·  Introducers  ·  Admin →
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  4. Source of Business

    5 votes

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    0 comments  ·  Introducers  ·  Admin →
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  5. birthday

    12 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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    Georgia Evans supported this idea  · 

  6. Client notes

    11 votes

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    under review  ·  5 comments  ·  Notes  ·  Admin →
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    Georgia Evans supported this idea  · 

  7. Fact Find Progress Indicator

    7 votes

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    0 comments  ·  Dashboard  ·  Admin →
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    Georgia Evans supported this idea  · 
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