"Client Events"
Each year our firm holds special client events (2-3 annually) that definitely do not fall under the "seminars" category. These are social events we offer our RIA clients & we would love to have all the features that your "seminars" has for attendees tracking, etc. Maybe change "Seminars" to a more broad field, but then have different options to choose from under that (broad) starter tab, such as "Seminar", "Class", "Client Event", "Marketing Event", etc.
130
votes
Anonymous
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Melissa Reineke
commented
Yes, we too have Client appreciation events.