Contact Name Change without EC intervention for Advisors/Managers
in progress
A
Aaron J Heady
We have a lot of company cell phones within our organization that stay with roles rather than people. When the people move it requires us to get in contact with EC support to change the contact name. I would like to see it possible for there to be rights given to a certain level of users, possibly Advisors or Managers where we could edit this on our own.
I
Ian Zimmerman
in progress
I
Ian Zimmerman
B
Brian Verbuyst
Would be nice to be able to add signature lines for the organization from an admin level
Payton Douglass
Merged in a post:
Admin access to user profiles
L
Lane Curtis
We need more Admin access for primaries to change and update user profiles such as changing cell numbers without involving the Advisor or Expert Connect. Hard deleting Advisors out of the system if they leave the company would also be helpful so we can reuse the number from their work phone without having to ask Expert Connect to do it.
R
Robert B.
This is one I have asked about a few times.
Danica McNab
Yes this! Especially profile photos