Not able to assign accounts when on the "planing" page.
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Brett Wysopal
Im not being able to assign accounts to client goals when I am on the planning page. I am able to assign an account to a goal when I'm within the client's profile page, but ideally I'd be able to assign accounts from the planning page. When I click the green " Assign Accounts " button within the goal on the planning page, nothing happens. Pretty sure its just a bug.
Taylor Stewart
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complete
Taylor Stewart
Yes it’s a bug. We did some prep work for the proposed goals feature Friday that caused this. The fix and an updated individual goals page will be deployed in the morning.
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Brett Wysopal
Taylor Stewart Thank you!