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.”
Share Post:
Recent Posts
Blog
Things to Consider When Finetuning Your Processes
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
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
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
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 …
