Sneak Peek February 11, 2019 11:17 am Published by Sheri Porter 4 Comments 4 Comments Anne Coulter says: February 28, 2019 at 10:59 am Cathy- we will know more about this when we get some additional data into KeyStone to test and validate. More information to come! Cathy Cattlett says: February 20, 2019 at 9:56 am Will it be easy to tell in the tree if a member is an owner or just authorized on an account? Sheri says: February 13, 2019 at 5:10 pm Jess- Closed accounts will remain in the “Relationship Tree” (we have not decided how long yet), however, they are clearly crossed through and grayed out so you know they are closed. Great Question. Jessica Pichler says: February 13, 2019 at 3:14 pm How quickly will closed accounts be removed from this view or will they appear as closed accounts? Leave a ReplyYour email address will not be published. Required fields are marked *Comment * Name * Email * Website
4 Comments
Cathy- we will know more about this when we get some additional data into KeyStone to test and validate. More information to come!
Will it be easy to tell in the tree if a member is an owner or just authorized on an account?
Jess- Closed accounts will remain in the “Relationship Tree” (we have not decided how long yet), however, they are clearly crossed through and grayed out so you know they are closed. Great Question.
How quickly will closed accounts be removed from this view or will they appear as closed accounts?