Change in how the Fund Advisor record treats the login field, please go back.
Up until very recently (3/2024) we could create and update a fund advisor record to NOT have the login field populated when we were creating/editing fund advisor records that do not access the portal (email/paper). Now that we are forced to populate this field it has destroyed our process for creating/monitoring fund advisor records. Please only make that field required IF the record is ONLINE.
3
votes
Sally Weldon
shared this idea
This is a bug that will be fixed shortly. Moving this to archived.
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Amy McGuire
commented
I do not understand the point of having a log-in for email and paper statements. This update has wreaked our beautifully consistent data.