When adding a charge, it lists the adviser that added the charge as selling adviser, whereas it should use the assigned adviser.

Does pull through assigned adviser on the expectation though.

In the attached example, Tom Orchard added the charge, but the adviser is Will Sharpe

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Upvoters
Status

Rejected

Board
💡

Feature Request

Tags

Income Reconciliation

Date

Almost 4 years ago

Author

tomorchard

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