ADD A NEW IDEA

Pinned ideas

View all
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...
Share feedback 0
PINNED AR Reporting: New Functionality
would like an AR Report with functionality to gather monthly retainer information on one sheet, including name, billing information and amount.
Share feedback 0

All ideas

Showing 1
We would like to be able to have more than one Drill Down Window at a time. Right now it appears that you can only have one drill down window and the main screen is then grayed out, not allowing us to compare drill down pop-up windows.
almost 2 years ago in  0 Ready to Ship