Andrew Neligan

Upvoted A toggle to select whether folder view or document view the default in the client portal docs area Created A toggle to select whether folder view or document view the default in the client portal docs area Created Add Meeting Date (instead of Next Review Date) in the client portal Created Relabel fees in IR area and reports Created Emoji reacts to notes across the system Created Enhanced controls on parent and sub tasks Created Better document management Created Add archive column to case board Created Increase limit of bulk changes validation Created Automatic refreshes when changes made Created Mandatory start date and plan number Created Add 'Savings' to the Source of Funds dropdown