Personal Profile Form & User Defined Fields
Please update form to be able to select multiple User Defined Fields to add to a client's report. It makes sense to allow more customization within this report so that we are able to print a presentable report to the financial advisor for review in client meetings. For different clients, we may require different information so please allow us to customize this report. The only other option for a report that incorporates all the necessary detail is to print it in a messy excel spreadsheet. Not acceptable in a client meeting. Thank you.
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Tara Shannon
commented
Accounts User defined field area is a great tab, but it has clumped too many things together that cannot organize a complete view to produce a report. This needs to be worked on quickly so advisors don't seek another CRM because of the lack of reporting capabilities.