Marcus

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  1. 21 votes
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    2 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
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    Marcus commented  · 

    I can't believe this still isn't done. I agree this is a bug or error rather than a "feature"

    Marcus supported this idea  · 
  2. 9 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Marcus shared this idea  · 
  3. 13 votes
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    1 comment  ·  CRM » Memberships  ·  Flag idea as inappropriate…  ·  Admin →
    Marcus supported this idea  · 
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    Marcus commented  · 

    Especially when contacts are part of a group 401(k) Plan! I can then put the employer name in the search field and find all employees easily. If I'm forced to remove the membership for retired or terminated employees I lose that ability if they still have assets in the plan but no longer work there.

  4. 54 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Marcus shared this idea  · 
  5. 119 votes
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    25 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. 3 votes
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    0 comments  ·  CRM » Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1,767 votes
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    94 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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    Marcus commented  · 

    I've been using contact level UDFs to bypass this issue. It definitely is not as smooth or convenient as it should be though!

    Marcus supported this idea  · 
  8. 429 votes
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    30 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    Marcus supported this idea  · 
  9. 45 votes
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    1 comment  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Marcus shared this idea  · 
  10. 30 votes
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    3 comments  ·  Redtail Imaging » Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
    Marcus supported this idea  · 
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    Marcus commented  · 

    I especially agree with #2!

  11. 1,547 votes
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    131 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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    Marcus commented  · 

    This is something we really need in our office!

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    Marcus commented  · 

    This would make it so much easier to avoid double booking appointments for our Advisor's!

    Marcus supported this idea  · 
  12. 46 votes
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    2 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Marcus supported this idea  · 

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