#74 Departments
Instead of having to add a task or send a message to each individual User, you can now select the Department which will automatically include all Advisors Assistant Users within that specific Department.
#73 Split Producers
There are two ways to add more than one Producer to a contact in Advisors Assistant. On a client’s Modify Name Screen, you can now include Additional Producers to represent a Split Producer situation. If there are Producers that often work together, you can also create a “Team” of producers.
#72 Copying FlexField Labels between Name Types
Did you know that you can copy the FlexField Labels from one Name Type to another? When FlexFields are related, an Administrator can copy one set of fields to another and then just make a change or two if needed.
#71 Advisors Assistant Dashboard
The Advisors Assistant Dashboard summarizes important information all on one screen. The Dashboard uses pie charts, bar charts, sortable lists and RSS feeds to provide you with up-to-date information of your choosing.
#70 Save Time & Decrease Errors with Form Automation Software
Advisors Assistant integrates with Form Automation software programs Laser App and Quik! Forms to help you fill out applications quickly and easily.