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Workflow Summary Notes · Reviewed
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Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.
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Please fix past due tasks to show on contact page again (Twelve month window). · Received
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User Privileges & Rights · Received
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trusted contact
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Select & Send Clients from a Workflows to Search · Received
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Beneficiary report
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eFile Cabinet · Received
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LinkedIn - Contact Import · Received
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Automation Triggers based on Day, Month, Quarter
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Linking and emails
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CRS
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Clone an email template
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Capability to delete comment · Received
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Multi calendar option
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Interactive Form
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UDF (User Defined Field) on Contact Creation Page · Received
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Hearsay texting platform integration · Received
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Hide Default Categories (AGAIN)
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Envestnet/Tamarac Integration