EstateGuru-Beta
https://www.loom.com/share/7c14ef751ed74d77a027ef63c7adf25e
Advisors don't know what to enter in the middle column (not the drop down but the description)
The asset schedule doesn't show the drop down on the response summary
column headers
Account # (has not been a problem)
This will be fixed in redesign
@Heather Amey The asset schedule is being updated in the redesign so some of these issues will be fixed them