Weekly Status Summary
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.
#80 Alert Note
You can now add an Alert Note under Advisors Assistant Name Records to keep track of important information about the client or prospect. An Alert Note contains any information you deem important enough to see each time you look up the contact.
Weekly Status Summary
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.
Weekly Status Summary
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.
#79 Social Media Links
Advisors Assistant now incorporates Social Media links onto the Advisors Assistant name record. By entering in the Social Media addresses for the client, you can click directly to the client’s Facebook page, LinkedIn site, Twitter page, or Google+ page right from their Advisors Assistant View Screen!