Search
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Option to sort "Notes by Contact" reports by client name
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Activity reporting custom
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update the share price on an asset and having it update a bulk to all account who have same asset even though they have seperate account #'s
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Morningstar Data Syncing With Redtail
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Select tasks from dashboard and send to search
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Prudent Money deeply want Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt.
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Speak Internal Messages Sync with CRM Notes
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Workflow Overview With All Staff: Workflow User On Step Rather Than Workflow Owner · Received
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birthday reminder
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upload
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workflow report filter & export client addresses
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INDEXING ENHANCEMENTS - 2 improvements on current feature · Not Planned
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UDF Templates
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include Created Date in the task report so that we can know the aging of open tasks for a team. Now we must call it in to request data. · Reviewed
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Fix automatic email triggers when syncing Outlook Meetings
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android
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Scheduled - automated Custom Export
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I would like to be able to export or print the activities/subject that I have checked.
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Email Sequencing Workaround for FMG Integration
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Allow option to choose number of days visible on workflow tasks from home screen