Search
-
Householding Data
-
Quickbooks · Received
-
Show Attendee Status for Seminar in Contact · Received
-
Add "Notes" Column Next to Each Contact on Attendees for Seminar Page · Received
-
Adding an automation for multiple people responsible for a workflow. i.e advisor notes vs admin adding to CRM · Received
-
Assigned activities · Received
-
Expand Automation Options · Reviewed
-
Account UDFs Group Packages · Received
-
Workflow Summary Notes · Reviewed
-
Add data in Important Info section to Confidential Personal Profile page · Reviewed
-
Please fix past due tasks to show on contact page again (Twelve month window). · Received
-
Altruist integration with account opening and importing daily account values
-
User Privileges & Rights · Received
-
Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.
-
Beneficiary report
-
Select & Send Clients from a Workflows to Search · Received
-
trusted contact
-
eFile Cabinet · Received
-
Linking and emails
-
Please add the ability to turn on "out of office" text to clients. · Completed