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Mike Tarrant

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  1. 178 votes
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    Mike Tarrant commented  · 

    Please add the same filtering functionality that is in the "To Do" section of the Today screen to the Workflow section of the Today screen.

  2. 47 votes
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    Mike Tarrant commented  · 

    Sounds good to me, too.

  3. 177 votes
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    Mike Tarrant commented  · 

    Yes, please add roles to main page under client details, near/adjacent to writing and servicing advisor.

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