From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.
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.