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Client contact is not editable and deal cannot push to finmo
If you cannot edit a client contact. It could be a duplicate. The steps taken in this instance is the following: 1. Went to contacts 2. Took a screenshot of the contact so then I would be able to recapture it if needed 3. Deleted the contact 4. Went ...
Primerica rep not populated on deal
If a rep is not populating onto a V2 deal, copy the business partner referral ID from the notes and paste it into the contactID value of the following link: ...
V2 - Account disabled - Urgent
Provided the user with this link https://infini8v2-rt-production.infin8.io/client-keycloak/auth/realms/infin8v2prod/protocol/o[…]NEh0SzBpWGVkaElwVjA3cFpWVTNPSmgyZGZhNGVmanBVeGJBSU5s and it seemed to work ...
Underwriter Access to Shan Sundaram Org on INFIN8
I configured the user's role in Shan Sundaram's org to an underwriter Ticket link: https://support.8twelve.mortgage/agent/8twelvemortgage/8twelve-mortgages-corporation/tickets/details/272842000066895779/resolution
Manmeet cannot login to V1
Spoke to Bhavanesh to grant Manmeet login access Ticket link: https://support.8twelve.mortgage/agent/8twelvemortgage/8twelve-mortgages-corporation/tickets/details/272842000067012321