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When we type the name, it would be nice to automatically fill in the nickname. this will keep the data clean
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Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con
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include Created Date in the task report so that we can know the aging of open tasks for a team. Now we must call it in to request data. · Reviewed
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Option to change the note time stamp
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Automatically Extending Workflow Dates Due to Outcome Selection
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Integrate with Heliosplans.com
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If we are going to get any use out of the birthday feature, we need to get a notification of a birthday one week in advance to send a card.
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Open Activities · Received
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Avoid repeat reminders from falling on a weekend.
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Things to do today · Received
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Required Fields
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In Activity field under individual Contacts, allow users to change default filter
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android
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Add More Marital Status Options · Received
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emotional status of interactions · Received
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I would like to be able to export or print the activities/subject that I have checked.
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Password expiration notification · Received
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UDF · Reviewed
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birthday reminder
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Allow option to choose number of days visible on workflow tasks from home screen