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Julie Armistead

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  1. 24 votes
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  2. 19 votes
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  3. 33 votes
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  4. 16 votes
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  5. 72 votes
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  6. 78 votes
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  7. 251 votes
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  8. 182 votes
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  9. 77 votes
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  10. 22 votes
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    Julie Armistead commented  · 

    When you go to Reports / UDF Reports / Account User Defined Fields, please add the "Servicing Advisor" as one of the columns displayed. It doesn't tell us who the servicing advisor is. If you send to "search" there is no way to print the report out with the servicing advisor and all information in the UDF.

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  11. 910 votes
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  12. 428 votes
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  13. 460 votes
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  14. 18 votes
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  15. 1,363 votes
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  16. 297 votes
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    Julie Armistead supported this idea  · 
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    Julie Armistead commented  · 

    The Model/Strategy is the only field on the detail page that does not transfer to the "Portfolio Summary or Portfolio Detail" reports.

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