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
M
Meghan Fisher
M
Meghan Fisher
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.