Diana Davis

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  1. 133 votes
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    Diana Davis commented  · 

    We have several UDFs we use for client accounts. It would be nice to sort/re-order the UDFs, depending on what the advisor wants for a particular client. Perhaps a click-and-drag or up-and-down arrows to move the order of the UDFs. Not necessarily alphabetical. At the moment the only way to rearrange the UDFs is to delete them all and re-enter them.

    Diana Davis supported this idea  · 

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