How can we help you today?
Enter your search term here...
New support ticket
Check ticket status
Start a new topic
Need multiple selection option for Category Filter in AUM Report Menu
MONETONIC FINANCIAL SERVICES PRIVATE
started a topic
22 days ago
Please find attached screen shots of Category Filter provided in AUM report & Portfolio Screener.
Under Portfolio Screener we can select multiple categories to view reports, but under AUM Report we can select only 1 sub category provided under the drop down menu.
Please provide multiple selection filters in AUM Report Menu as well like Portfolio Screener.
Awaiting a positive response from you.
Thanks & Regards,
to post a comment
More topics in
Task Manager - Recurring tasks
Suggestion: Family Head field selection in Client Edit
Suggestion- option of Email in action tab of task
Feature(Mint software) to Enter Inflation Rate depending on type of Financial Goal(All goals cant have same inflation rate)
Pop Up Generator
Client search option in Task Manager
Value addition in Capital Gain reports
Suggestion for a change during login
suggestion for a update while posting STP transaction
Health Insurance Renewal Email edit
See all 122 topics