Forum Discussion

Neil_Pritchard's avatar
Neil_Pritchard
9 years ago

Collectors

We are steadily increasing the number of collectors across our managed client base. The current linear list of Collectors is now not easy to see which collectors belong to which client. Can we loo...
Steve_Francis's avatar
Steve_Francis
Icon for Advisor rankAdvisor
9 years ago

Collector grouping is out. Let us know if that doesn't address your needs...