Search
-
Allow the view of the contact/all the data to be customizable
-
be able to set display preferences to show the date of an activity, not the day of the week for activities that are within the next 7 days
-
Add More Marital Status Options · Received
-
Previous Employer Data Archived
-
Automatically Extending Workflow Dates Due to Outcome Selection
-
SHOW BENEFICIARY INFO IN CUSTOM REPORTS · Reviewed
-
opportunity filter · Received
-
Online or web link New Client/Prospect Data Gathering · Received
-
On the activities page, I'd like to be able to edit/adjust the columns to the table. Like adding Service/writing advisor
-
Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info · Received
-
Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?
-
Triggers · Received
-
Billable Time Tracking · Received
-
Make Retriever for Imaging Mac-Compatible · Not Planned
-
Albridge Feed Missing Company Name and Registration Type · Research
-
Cognito Forms · Received
-
Broadcast Email Logistics · Reviewed
-
Make ALL Fields Searchable in the Advanced Search · Received
-
Automations: Make the Know your Client Review Date a Trigger Event · Reviewed
-
Workflow Task Display on the Today Page · Received