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Improvements to advising note selection

In this update: 

  • Advisors can select multiple notes across pages and take action

Advising Notes

We've made some additional improvements to the advising notes table so advisors can take action quickly and efficiently. Now an advisor can select individual notes by clicking on the checkbox across pages and choose to either delete, share, or download. Previously the selection of individual notes via the checkbox were limited to a single page. 


 

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