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107 results found

  1. Please add filter columns back to the activity by contact report

    please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column

    20 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report

    work on this report for us. trying to clean up our clients' beneficiary data.need the report in order to do this efficiently. We need to capture beneficiary data for clients' accounts to reach out to the missing ones and get the info.

    13 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Portfolio Reporting

    Portfolio Detailed report needs to be more detailed. Life policies - Benefit amount, premium. Fixed accounts - Interest Rates. LTC policies - Daily Benefit, Premium..ect

    303 votes
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    24 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    I want to start sending nnivesary cards. A report like birthday report that shows anniversary date instead of birthday would be helpful. Make a quick list of all people with anniversairy in month of May, June, etc., and click anniversary report instead of having to create a custom report.

    87 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. Notes Report

    It would be helpful if we could print the Notes Report for a specific account for a client. Ex. If a client wants to talk about their IRA, we have to print a Note Report that includes all notes for all accounts, which requires us to search through the report to highlight the notes for the IRA if the client has multiple accounts.

    10 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  6. beneficiaries

    Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.

    57 votes
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    5 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  7. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    225 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Admin →
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