Configure Financial Information Summary

There needs to be a way to configure what is displayed in the financial information summary, just like we can do in the database view.  I just discovered this now and it makes some of the prospect management useless.  You can't configure what is displayed in the summary results so it's now counting things it shouldn't.  We have data from 2006 and then did another search back in 2011.  There's someone with real estate valued in both years and it's counting both, not just counting the most recent, it appears as if she has more assets than she does.  The only thing I could ever think of to fix this is delete the old information and I hate to delete anything from records, just somehow make it inactive or something.

  • Matthew Nareff
  • Aug 26 2016
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