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PINNED Desired Check Date for CNS Transfers
Submitting idea on behalf of Grant, Tani, Barash & Altman, Inc. For transfers to and from a City National Securities money fund, users should be able to use a desired check date for book transfers. Current AgilLink functionality seems to precl...
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PINNED Request For To Complete Option on the Tasks Dropdown
Submitting idea on behalf of Gelfand, Rennert & Feldman, LLC, site code: 10131. Currently there's no "To Complete" option listed on the dropdown menu of the "Tasks" bar on the AgilLink homepage (attached screenshot for your reference). They wo...
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Client would like to be able to restrict user from gaining access to a specific bank account for a client. For example, John Smith (client) is in Group A and has 4 bank accounts but the admin would like to give their user access to view 3 out of 4...
about 6 years ago in  0 Under Consideration