Leo O'Connor Jr
My feedback
176 results found
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124 votes
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An error occurred while saving the comment An error occurred while saving the comment I want to just look at my own activities but then on the top of the calendar let me know who is scheduled to be out of the office (or at least on vacation).
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383 votes
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15 votes
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189 votes
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61 votes
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49 votes
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38 votes
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28 votes
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18 votes
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An error occurred while saving the comment Allow us to call those fields what we want. I'd also love a simple Open Date instead of the other options you have now.
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494 votes
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139 votes
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107 votes
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88 votes
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An error occurred while saving the comment Yes! I'd love to have an annual review setup workflow triggered at some point during the client onboarding workflow.
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65 votes
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346 votes
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76 votes
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An error occurred while saving the comment I agree! This woudl also be useful to see who turns from prospect to client to see those stats. You don't just want a client trigger because sometimes a minor becomes a client but was never a prospect so you may not need the same onboarding. Same with IRA beneficiaries.
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95 votes
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37 votes
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101 votes
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6 votes
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I use the today screen a lot for my todos and like to make that list go to zero. Currently the best way for me to see someone is out of the office is to be tagged on an activity that says that. Where I would like to see employee's out of the office or holidays is not mixed in with all day tasks or taking over the calendar but right below the days at the top of the page so we can quickly see when an advisor or admin is out of the office. If that was above the calendar and all day tasks were moved to below the calendar (so you don't have to scroll down past large lists to see the calendar). that would be best.