Matt McCoy
My feedback
3 results found
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841 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Matt McCoy supported this idea · -
134 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Matt McCoy supported this idea · -
315 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Matt McCoy commentedIt used to be that all you had to do is elect a date for first review and then elect a frequency for review based on that date. Now, entering in the first date is basically useless for future review purposes, because you have to select a frequency, and then a month (which doesn't make any sense if it's based on the first date), and then a day of the week, etc. Way too many steps to fulfill this simple feature.
Matt McCoy supported this idea ·
It would be very helpful to have a trigger added to automations so that when clients attain a certain age, a process, activity, workflow, etc. could be automatically generated. The most immediate example that comes to mind is being able to set a trigger for when clients turn, say, 69, you have an activity generated so that you can begin planning for required minimum distributions from retirement accounts.