Designate Reviews By Servicing Advisor
We have 2 advisors who are servicing our 1000+ client base. With that many client's it is difficult to remember off hand which advisor services which client. We use the Review tool in order to remind us when it is time to reach out for a client's review. It would be great if there was a simple way to know which review went to which servicing advisor. One initial thought was to create a color link on the calendar. i.e Mark's client reviews are red, Ryan's client reviews are blue.
Thanks for considering, I'm sure many other advisors would agree this would be helpful!
Mark: We have the same issue. What is this "Review" tool that you speak of?