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SOURCE Ideas
2 VOTE
Status Planned
Created by Guest
Created on Jun 10, 2021

Reason for recommendation greyed out when broker didn't choose a product

It allows the advisor to write reasons for recommendation but doesn't pull anything on the pdf/document. I understand that as the product selection has not been done at this stage and there shouldn't be any reason for recommendation but it is confusing and misleading. Is there any way that this can be greyed out or removed so it doesn't cause any confusion or frustration to the end user?

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