Settings and activity
79 results found
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1 voteMonique Wolvekamp shared this idea ·
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164 votesMonique Wolvekamp supported this idea ·
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3 votesMonique Wolvekamp supported this idea ·
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5 votesMonique Wolvekamp supported this idea ·
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12 votesMonique Wolvekamp supported this idea ·
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3 votesMonique Wolvekamp supported this idea ·
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12 votesMonique Wolvekamp supported this idea ·
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3 votesMonique Wolvekamp supported this idea ·
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3 votesMonique Wolvekamp supported this idea ·
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5 votesMonique Wolvekamp supported this idea ·
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55 votes
Hi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
Monique Wolvekamp supported this idea · -
184 votesMonique Wolvekamp supported this idea ·
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7 votesMonique Wolvekamp supported this idea ·
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10 votesMonique Wolvekamp supported this idea ·
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48 votesMonique Wolvekamp supported this idea ·
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5 votesMonique Wolvekamp supported this idea ·
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141 votesMonique Wolvekamp supported this idea ·
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9 votesMonique Wolvekamp supported this idea ·
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6 votesMonique Wolvekamp supported this idea ·
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44 votesMonique Wolvekamp supported this idea ·