T. Newquist
My feedback
35 results found
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3 votesT. Newquist shared this idea ·
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15 votesT. Newquist supported this idea ·
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13 votesT. Newquist supported this idea ·
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6 votesT. Newquist supported this idea ·
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26 votesT. Newquist supported this idea ·
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7 votesT. Newquist supported this idea ·
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21 votesT. Newquist supported this idea ·
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494 votes
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T. Newquist supported this idea · -
81 votes
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88 votes
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52 votes
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38 votes
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44 votes
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122 votes
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49 votes
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An error occurred while saving the comment T. Newquist supported this idea · -
16 votes
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An error occurred while saving the comment T. Newquist commentedOr... modify the existing transaction fields:
Trade Type > Rename to "Transaction Type" > Field options: Buy, Sell, Deposit, Other
Trade Date > Rename to "Transaction Date"
Add document upload link to add scanned check copy (which we are required to retain) or written instructions from client.An error occurred while saving the comment T. Newquist commentedthe Transaction record functionality could also be a useful place to log check receipts and run blotter reports. Possibly a Transaction Record Type option could be added eg: Trade, Check receipt, Other..
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42 votes
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59 votes
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16 votesT. Newquist supported this idea ·
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19 votesT. Newquist supported this idea ·
This feature option would be greatly appreciated. However, if auto creation of employer contact record toggle on/off is an option or not -- having the system auto link all client's tied to that employer would be extremely useful.