Show List of Advisor's Teams in Advisors View
complete
I
Ian Zimmerman
complete
Great news! We have a new advisor slideout that will give you more editing capabilities and views. You will now be able to edit an advisor's name, email, role, and view the teams and schedules they are a part of. Let us know if you have questions!
M
Meghan Fisher
in progress
M
Meghan Fisher
Merged in a post:
Assigning Teams to Advisors:
D
Devin Rotger
It should be possible to assign an advisor to a team directly from the advisor's view. This would eliminate the need to navigate back to the team list and manually assign the advisor to each team.
M
Meghan Fisher
Merged in a post:
Advisor Team Membership Display:
D
Devin Rotger
Viewing an advisor's details should include a list of all teams they are assigned to. Currently, determining team membership requires checking each team individually, which is inefficient.
M
Meghan Fisher
Merged in a post:
Exporting Teams and Advisors:
D
Devin Rotger
There should be an option to export lists of teams and their members, as well as advisors. This feature would streamline the process of verifying team compositions and facilitate data integration with Excel for quick audits and checks.
Payton Douglass
Merged in a post:
Manage User's Teams on Advisor View
D
Dustin Turner
From the Manage screen similar to how you can manage Team settings and what Advisors are on those teams, you should be able to see what Teams an Advisor is on and add and delete teams to the Advisor from this Advisors tab of the Manage screen. This would improve efficiency and allow for manager and employee moves to be handled much more quickly.