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Aug 15, 2011 at 19:26 comment added Emil How many advisers do they have? 20, 30, hundreds. There could be different options depending on the expected number of advisers.
Aug 15, 2011 at 17:38 answer added Monica Cellio timeline score: 1
Aug 15, 2011 at 17:31 history edited Rahul CC BY-SA 3.0
added 51 characters in body; edited tags; edited title
Aug 15, 2011 at 16:51 answer added Roger Attrill timeline score: 2
Aug 15, 2011 at 16:26 comment added Eileen I'm looking at a list of accounts and a list of available advisers. The user will see things about the accounts, like worth. They will also see things about the advisers, like how much money they already manage. Based upon this discovery they will assign accounts to a new adviser. So yes, reorganizing the relationships between the two.
Aug 15, 2011 at 16:19 comment added Roger Attrill are you looking at a single 'active' account and assigning an adviser to that account, or are you looking at a list of accounts and a list of advisers and reorganizing relationships between accounts and advisers?
Aug 15, 2011 at 16:07 history asked Eileen CC BY-SA 3.0