Chat started: 2024-03-14 08:25 PM UTCServed by: Allison ShawURL: undefinedChat ID: 2403.15987641.U71tAZtgWmDo8(08:25:22 PM) *** Michael Bogdan joined the chat ***(08:24:52 PM) Web User 65f35d07399ca5c6737b3033: 502 Bad Gateway Error(08:25:00 PM) W...
When a new plan is set up the Advisor access is set to Not Set. This allows the advisor to set the access, which seems to a bug. The advisor should not be able to set their access during their first three years. It should be viewable fo...
In the Deed Report, under the ALL status, an advisor ordered some deeds and then did not complete the purchase. However, on one of the orders, I tried to upload a copy of the completed deed to see if we could store a copy of the completed deed for...
Hey Tech Escalations! This was referred to you for the following reason(s):Client Jinesh Arimbra is trying to download his docs so he can get them printed and signed. The account is showing it is in Attorney Review - It is just a free s...
Tech Escalation : Name Tabs and Documents Don't Match
Call from: +1 (407) 949-5888 Call to: +1 (727) 220-5152 Time of call: November 27, 2023 at 3:27:55 PM UTC Answered by: Darleen Loch Inbound call from +1 (407) 949-5888 Call Details: Call from: +1 (407) 949-5888 Call to: +1 (727) 220-5152 Time of c...
Tech Escalation - Document Upload Error appears when No Error is present (There is a weird page that is present in some uploads)
Advisor uploaded the two signatures page for George Cotton's FPOA. The dashboard tile moved to Completed, but the advisor receive an error message, even though, I don't believe there was an error in the documents being uploaded. See attached scree...
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