New Record Type: Individual/Person Account

New client account records are now being created as “Individual/Person Account” type records.  Additionally, records that exist as a “Contact” typeRead More

GVA’s custom updates and improvements to its GVA Salesforce platform are ongoing. This week’s announcement looks at linking investment records. Please see our dedicated Read More

GVA is dedicated to helping you understand our customized GVA Salesforce environment so to make it easier to contact us with any questions pertaining toRead More