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Create an export that includes AssetID's
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All contacts should be accessible especially names in the departments for a business
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Showing % of investments in a portfolio.
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Month view update
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hover over client name and show preferred contact method
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Account by contact and owner · Reviewed
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Zapier - Workflow Trigger should include linked contact info
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Choose from a list a emails to send from when broadcasting.
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basic contact card expanded
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copying addresses between different tags on contact card
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Add access times for assistants
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Show Calendar when rescheduling an Appointment, Time Block, etc
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Simplify and Improve "Householded" Visual Representations, Screens and Reports
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birthday reminder
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Retrive Excel File Password