ClientView/ClientLink
The house icon in ClientView is?
What is household
This is the request type for an on demand report.
What is Ad-Hoc
What folder represents a household portfolio in ClientLink?
What is the brown folder
The Client Meeting Preparation Report can be used for a client meeting. True or False
What is False
A green contact in ClientView is?
What is client
Who can delete a Template in FlexPak?
What column in ClientLink indicates whether an account has been householded?
What is parent portfolios
History screen in FlexPak will default to reports generated when?
What is today & yesterday