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Run a Notes report with select notes only · Received
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Householding Data
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Quickbooks · Received
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Show Attendee Status for Seminar in Contact · Received
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Birthdays · Received
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Have Household Keywords · Received
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emotional status of interactions · Received
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shared family contact address and phone info · Received
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Expand Automation Options · Reviewed
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UDF's at Household Level
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Password expiration notification · Received
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list two contacts when attached to note/activity, not just '2 contacts' · Received
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filter notes by user in contact · Received
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Add data in Important Info section to Confidential Personal Profile page · Reviewed
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Customizable Landing Page
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Opportunity Tracker: Bulk Actions · Received
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Collapse/Expand All options for Workflow Template Editor
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Account UDFs Group Packages · Received
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Altruist integration with account opening and importing daily account values
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Workflow Summary Notes · Reviewed