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.
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.