SusieLotreck ✭✭✭

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• Re: Incentivizing Fund Adviser Portal Use?

  SusieLotreck

  April 9
  I created a custom report on the day we launched the new portal to track user activity. Attached is document with screenshots for set up. Object = User Loginlog
  3

• Re: Washington D.C Regional Training

  SusieLotreck

  August 2024
  It was great! It is my understanding that information will be shared in this group. Click the link and join the group.
  3

• Re: Washington D.C Regional Training

  SusieLotreck

  July 2024
  Looking forward to meeting you @MeredithEdwards! The date is fast approaching.
  2