Release Notes: December 13, 2022

Release Notes: December 13, 2022

What's New

Filter on Households Not Activated

  • Enable filtering on households that are not activated to reduce time spent finding households and easily resend welcome activation emails

Enhanced Account Code Search

  • Enhanced account code search to return results based on relevant account code data.

Deactivate Advisors with Active Households

  • Added the ability to disable advisors associated with accounts in active households. This will not automatically unmap any relationships the advisor has with accounts.
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