Next Gen - View in Cart / Plan

Next Gen - View in Cart / Plan

Navigation 


Go to Money Manager >> View in Cart/Plan.

This Page will help you get a list of all the client who have Plan Items in Cart and in the Active Plan page.



Please click on the Drop down to toggle between plan items In Cart/In Plan.
The list will be populated accordingly with the client information and under Action if you click on the Cart Icon/Briefcase Icon, it will directly take you to the client's account for you to make the necessary changes.


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