Release Notes: Version 20.2.2  |  June 3, 2020

New onboarding cases from CX will be created with a default “Closed” status in C.E.O. to help advisors better organize their workload.

This update – details below – is effective as of Wednesday, June 3, 2020.

  • Default “Closed” Status: New onboarding cases from CX will be created with a default “Closed” status in C.E.O. This will help reduce the number of cases added to the queue when users log in to CX for the first time. For tracking purposes, use the Client Dashboard Status field. The cases will display in CX as open Checklist items when the Client Dashboard Status is not set to “Complete.”
facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Things to Consider When Finetuning Your Processes

By: Jessica Harrington
I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a …
Blog

For Women in Wealth Management, Practice Makes Perfect for Prospecting

By: Carson Group
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The …
Blog

How to Find an Advisor Back Office Solution that Works for Your Firm

By: Jessica Harrington
As an advisor, your time is best spent on activities that grow your practice and use your core skills, like networking, meeting with clients and handling their financial planning. …
Blog

How Women Advance (and Don’t) in Wealth Management

By: Carson Group
This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report by Mary Kate Gulick and Julie Ragatz, Ph.D. The …
1 2 3 5,667