This would work similarly to Google Alerts (but hopefully without having to enter each name individually into the alert search feature). This would enhance advisor ability to celebrate good news with clients or find out about deaths sooner than when a family member notifies (sometimes so late we can't attend the funeral). Would be nice if alerts could be sent via user email as well.

Ability to do a custom alert on a record that shows at the top like deceased does...

I would like to have a way to search Workflows. I title my Workflows, but it gets lost among all the other 60 plus workflows listed. I would like the ones that are titled the same to stay together, or if they could be alphabetized. Currently it's just a hodge podge of titles, and it takes a while to find the one I'm looking for.

Thank you,
Mary Newman

(username Mary Newman)

A pop-up alert when scheduling a task/appointment for someone that already has an appointment booked for that time slot or is out of the office all day.

Please return the ability to select attendees for an activity with the keyboard. We used to be able to the arrow keys to highlight the attendee and hit enter to select attendee. Now it is greyed out and we MUST use a mouse. This is very inconvenient. Also, please STOP rearranging the order of the attendees upon selection,

When I create a udf and have a list of values, I often have to use "other" as an option, but when I do this, there is no way for the user to enter free text. "Other" should be a hard-coded option that immediately offers the user a free text option. This would allow us to use the list of values option more often. As it is, we have to use free text for just about everything.

If a review frequency is chosen that causes the next review to fall on a date that doesn't exist, display a warning or automatically select the closest next review date in that month.

Our office staff sits in front of a computer 8-10 hours a day. White background is brighter and causes more strain/fatigue in eyesight. A "dark mode" would help minimize that feeling/strain.

Add Workflow Task creation date as a field in the task. The field is auto-generated when the Workflow Task is assigned. When a Step is completed and the next set of Tasks is initialized, each of those Tasks should be assigned a 'Task Creation Date'.

When looking at open tasks, it would be good to be able to look at Tasks older than 90 days, 30 days, etc.

It would be nice to also be able to use this to auto-set Due Dates. That is, being able to set a Due Date of '5 days after Task created/assigned'

Change "complete" for Workflow steps and tasks to a button control rather than a simple text hyperlink. Users are confused and see the word "complete" after a task and assume that is the current state of the task/step. A button control is more indicative of something that causes an action.

Please add the Start Date to the Workflow reports. I want to be able to easily track how long it is taking for my team to complete workflows. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.

Please add the Start Date and Complete Date to the Activities reports. I want to be able to easily track how long it is taking for my team to complete certain tasks. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.

Add "Email" field from contact record as Email merge field. In general a request to make the email template merge options as robust as the traditional snail mail mail merges.

Adding new Tab next to Misc Client Info - RMD Info.- so we can add Client RMD info instead of using UDF's or Important Info. It would be easier/quicker to find (at a glance) & make it to where we could either use copy/paste or creating your own template.

We are selection the spouse's name with every married client for the Additional Linked Contact field. What if there was a Global Setting the defaulted the spouse into that field. You could always delete it if you did not want the note copied to her contact.

Right now we can only add one UDF to a single contact at a time. It would be nice to be able to select multiple udfs at a time to a single contact instead of having to click 30 times to get all the udfs needed for a new client added.

Create a task competed trigger, versus just a due date trigger, on work flows, to the next assignee to notify their task is now due