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EstateGuru-Beta
1 VOTE
Status Under consideration
Created by Guest
Created on May 6, 2024

Tech Escalation - Tool Will Not Trash Extra Client Account

The client, Michelle Faucett, created an additional account for herself in her attempt to login. I have tried several times to delete the one that is highlighted and the tool still has it in the advisor.estateguru.com white label.  I click on Move or Assign After I click on OK, the clients name should be removed but it's not.  
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