Bruce Wing
My feedback
7 results found
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45 votes
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63 votes
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Bruce Wing
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1,963 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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41 votes
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Bruce Wing
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An error occurred while saving the comment Bruce Wing
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I'd like automations to be triggerable and guided by every field (including UDFs), every activity type/template, every workflow template, every email template we have. I'd also like the workflow capability to automatically change field values (when values are lists, yes or no, or true or false).
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87 votes
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52 votes
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345 votes
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Bruce Wing
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I hear you. Personally, because of the variations that are out there, I think this has to be UDFs.... that are further supported by greater automation workflow capability.
I'm more of an investment guy and I want to know when the distribution was requested, when it starts, how long it lasts....what the amount is....if it is an ad-hoc, periodic distribution, or both....what the 12/31 previous year's account balance was for qualified plan/IRA money...and what this year's annual RMD needs to be. Complicated in a hurry.