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Matt McCoy

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  1. 841 votes
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    Matt McCoy commented  · 

    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.

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  2. 134 votes
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    Matt McCoy supported this idea  · 
  3. 315 votes
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    Matt McCoy commented  · 

    It 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  · 

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