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Brett Sutherland

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  1. 16 votes
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    Brett Sutherland shared this idea  · 
  2. 18 votes
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    Brett Sutherland commented  · 

    I see a lot of old accounts from previous advisors in the branch. The balance on the today screen is useless without a way to filter or bulk change agent

    Brett Sutherland supported this idea  · 
  3. 46 votes
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    Brett Sutherland supported this idea  · 
  4. 382 votes
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    Brett Sutherland supported this idea  · 
  5. 24 votes
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  6. 67 votes
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    Brett Sutherland supported this idea  · 
  7. 392 votes
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  8. 577 votes
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  9. 800 votes
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  10. 1,255 votes
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    Brett Sutherland supported this idea  · 
  11. 221 votes
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  12. 736 votes
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    Brett Sutherland supported this idea  · 
  13. 257 votes
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    Brett Sutherland supported this idea  · 
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    Brett Sutherland commented  · 

    Triggers for reports would be great as well. It would be nice to have a birthday report emailed every month on a specific day to a specific user.

  14. 606 votes
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    Brett Sutherland commented  · 

    Would that I could give a thousand votes to this....

    Brett Sutherland supported this idea  · 
  15. 251 votes
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    Brett Sutherland supported this idea  · 

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