Search
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Add Firelight as an Integration option
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Required Fields
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New Client Questionnaire upload to create new contact record
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Integrate with Heliosplans.com
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Creating a Contact Link
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MFA - allow user to set default method for multi-facto authentication
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membership filter
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when the main crm is at half screen the speak box overwrites the contact details section
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Know Your Customer Automation · Received
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Spouse phone & email in Custom Export
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reports on category and type of activity
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Have the ability for a box to pop up with a reminder to enter data
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LPL Integration
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Imaging Search - Print and/or Export · Not Planned
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user mail merge · Received
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Create a Time Log Box with Start and Stop on Contact Page
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Add a way to "CC" Users *Without Adding them as Attendees on Activities (an FYI)
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Keap/Infusionsoft direct integration
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smartworks
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Updating opened or assigned workflows to sync to template updates