All ideas

Joanie Westwood We need to file a bug for this one. The problem is that there was an additional version created, but never completed. The status showing is for that new version. In this case they were all drafted. To fix the problem, we need to up...

(Tech Escalation - Jan & Robert Newey Deed Order Status not Changed) When I rejected the order for Jan and Robert Newey, the tool said it's been refunded, as seen below. If the refund has been initiated, then their order needs to be sent to Re...

People tab ability to view advisors: @Joanie Westwood I believe this can be fixed by database upgrade script, I can't remember the exact requirements around providing the advisor access, but we need to either fix this in code, or have a datab...

We need to track this bug. I believe it was caused by having either a dead spouse or an ex spouse. Either way, we were trying to include all of the old documents for the spouse (Brandy), but they didn't exist.  The owner ID for all of the POA...

We shouldn't show a list of inactive accounts when requesting a password reset. Currently, it gets all accounts that have the email regardless if they are active or not. Zendesk Notes: Request #15934 "Advisor Login When Deleted" was closed and mer...

The client went into the people tab and updated his address from CA to TX.Somehow, his state of legal residence in his owner info page now says "Texas, California"I need to go in and fix this and regenerate docs to be TX docs - but wanted to make ...

See the screen shot for the login in to M&A Wealth white label. The & symbol is causing issues. Please fix.

An advisor was asking why his client was being charged $699 for drafting of documents of his 6 month old Single trust to Married trust. I wasn't sure so I checked for pricing in a demo account. I was testing, the cost of changing a Single trust to...

Did a dummy plan #69952 in my.estateguru.com (used a 1 time promo code) for a ST then I did Reassess My Needs to flip it it a MJT.  It is charging me $199.  I don't have confidence in telling an advisor that it will be $199 if he does th...

In attempting to create the married separate trust for Goeman & Suedbeck when I get to the summary there is an answer that isn’t popping inside the questionnaire. The life Estate for the spouse shows as not answered in the summary for Linda, b...