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Utilizing Custom Fields

October 17 @ 11:30 am - 12:00 pm

Learn how to utilize the Custom Fields feature in the Portfolio Audit App. Custom Fields can be utilized within the Portfolio Audit app, custom Reports, and Queries to help organize and keep track of unique identifiers that have been set up at the Representative, Household, Registration, Account, and Product levels.

Details

Date:
October 17
Time:
11:30 am - 12:00 pm
Event Category:
Website:
https://event.on24.com/wcc/r/2112085/1BD39A7EEA72DB00E58E76380A4C569C

Organizer

Orion Advisor Services

Venue

Orion Headquarters
17605 Wright Street
Omaha, 68130 United States
+ Google Map
Website:
http://https://orionadvisortech.com