Primary Financial Rep - from Redtail to AW
It would be beneficial to be able to automatically designate who the financial representative is on an account when sending to AdviceWorks. For example, I am an assistant, so would not want any contacts under my rep code by accident. When I send clients to AdviceWorks it populates my rep code in for them as default. I would like it to automatically fill in the Financial Professionals Rep code instead of mine so that no errors are made.
3
votes
Shannon Astrike
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