Dataset viewer

Review Investment Portfolio

2linked records

Details

Meet with financial advisor to review retirement accounts

Fields

TitleReview Investment Portfolio
Date2024-04-25T14:00:00.000Z
Notify by
- sendPush
- sendEmail

Linked to

2 records

→ the link goes from this record; ← it comes from the other one. These are the edges the build gives the app. A name in the text is only a match on the words and is never treated as a link.

Comments

0

Comments are added in the local viewer; this copy is read-only.

One step out

no relationship name ←Buy gift for anniversary — Note; no relationship nameBuy gift for annivers…reminder_subject ←Dr. Becky — Contact; reminder_subjectDr. BeckyReview Investment Portfolio

As the app receives it

1

The graph nodes the build makes for it: the record, and its phones, emails, addresses, pictures and files.

{
 "id": "n_reminder_30",
 "title": "Review Investment Portfolio",
 "details": "Meet with financial advisor to review retirement accounts",
 "date": "2024-04-25T14:00:00.000Z",
 "notifyBy": [
  "sendPush",
  "sendEmail"
 ]
}