Search
-
Require Activities to be Templates
-
Integrate with Heliosplans.com
-
custom report to PDF to show Client Account details and balance and withdrawals and RMD · Reviewed
-
Annual Review Report · Research
-
Provide archiving rules and exemptions with compliance filtering
-
Add photo images to Notes section of client profile · Reviewed
-
Edit all data on contact card by only pushing edit once
-
slow
-
UDF · Reviewed
-
Preferred
-
Support for Multi-session Seminars · Received
-
Change calendar color when a seminar is marked as prior · Received
-
Client info update Automations - specify what the update was
-
Running Seminar reports exporting data into excel as opposed to a PDF
-
Client search
-
Required Fields
-
Task feature with pop up reminder
-
Note Report · Reviewed
-
In Activity field under individual Contacts, allow users to change default filter
-
add activity from WF task · Received