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Albridge Feed Missing Company Name and Registration Type · Research
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Cognito Forms · Received
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Broadcast Email Logistics · Reviewed
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Make ALL Fields Searchable in the Advanced Search · Received
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Automations: Make the Know your Client Review Date a Trigger Event · Reviewed
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Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations · Reviewed
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We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report · Reviewed
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link an existing note to an existing activity · Received
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zapier · Reviewed
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Custom Export Fields "Record Added" Date and "Record Added By" person fields · Received
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Merge contacts by showing the records side-by-side and allowing the user to select the data they wish to keep · Received
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Remove Closed Accounts from Reporting Under Account Type · Received
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Trim spaces at the beginning or end of data entered
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Household · Received
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custom exports add activity category · Received
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Spouse address doesn't meet quicklist criteria
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Entering and updating Seminar/Event Attendees · Received
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opportunity filter · Received
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insurance · Received
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Custom Export Options · Received