Search
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contact page layout
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Start and Complete Date for Activities Reports
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custom exports add activity category · Received
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Add a "sub category" underneath the category section · Received
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View step notes when hovering
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Prior day Albridge feed
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Birthday report · Received
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Preferred
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filter notes by user in contact · Received
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Showing % of investments in a portfolio.
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New Client Questionnaire upload to create new contact record
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Custom Export Fields "Record Added" Date and "Record Added By" person fields · Received
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Add a UDF or text box to Contact Card
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Run reports and segment clients by premium amount
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User Privileges & Rights · Received
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past due activities view should be default view
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Select & Send Clients from a Workflows to Search · Received
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Add meeting date to Workflow view or allow a customized view · Not Planned
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Spouse link - default button to save a search and a click
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membership filter