Create Template Ring Schedules | Voters

Create Template Ring Schedules

Chad Lantz

would allow the dealer to use the same schedule without having to go through all the work of recreating it for each team.

Josie Bowman

Merged in a post:

Save ring schedules & apply to other teams

Jenny Bergeron

Have an option to make a ring schedule that you can save and re-use, rather than spending hours creating the same ring schedule for 100 teams.

March 6, 2024

Josie Bowman

Merged in a post:

Copy Advisors Ring Schedule

Jeremy Vrana

Ability to copy ring schedule for multiple advisors or have a customized template to pull down and apply.

September 5, 2023

Jason Stone

would be nice to have an option to include/exclude team members. Though most times, I'd be replacing them.