Allen Kozel
My feedback
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93 votes
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135 votes
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Allen Kozel supported this idea · -
1,345 votes
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529 votes
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15 votes
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910 votes
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An error occurred while saving the comment Allen Kozel commentedNot sure why Risk Tolerance and Investment objective were left off as possible fields for a custom export template. I would think those are two of the biggest peices of information needed on a KYC type of report.
Allen Kozel supported this idea ·An error occurred while saving the comment Allen Kozel commentedAdd Account Level UDFs to the custom export template. You have the ability from the contact level to included UDFs in a custom export not sure why you don't have the ability on the account level UDFs.
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1,253 votes
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Allen Kozel supported this idea ·
I believe in the Leapfrog version there was a way to select who the task is specifically assigned to and then add individuals to notify about the task. Currently, it is very confusing when you have to add individuals as attendees therefore 'assigning' the task to them even though you only want to notify them. I know you have the option of creating a 'team' but that seems overboard to have to go through all of those steps just to notify an additional person.