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Debi

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  1. 41 votes
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    Debi supported this idea  · 
  2. 7 votes
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  3. 28 votes
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    Debi commented  · 

    When we print the pdf UDF report it is titled "Udfs by Contact" ... First everywhere else UDF are capital letters as they should be for an abbreviation and it would be preferred to have the client's name in the title (vs. "by Contact') and not a whole column repeating their name.

    Debi supported this idea  · 
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    Debi commented  · 

    Be able to print the UDF report for a client from the "Common Tasks" "Run a Report..."

  4. 127 votes
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    Debi supported this idea  · 
  5. 23 votes
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  6. 45 votes
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    Debi supported this idea  · 
  7. 49 votes
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    Debi supported this idea  · 
  8. 69 votes
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    Debi supported this idea  · 
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    Debi commented  · 

    To be able to get dollar value of accounts by type (ie we want to know the percentage of $$ in the fee-based accounts vs mutual funds) The current chart is useless to us because it includes closed accounts and those with zero balances.

  9. 70 votes
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    Debi supported this idea  · 
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    Debi commented  · 

    Most of our activities are in the "all day portion" I would like to be able to prioritize them myself (such as putting my most important at the top and working down) I do like that on the tailwag that they don't rearrange themselves every time I update an item though!

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  10. 32 votes
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    Debi commented  · 

    Need to add the ability to run an advanced search to find only contacts with primary email addresses for easier integration with C2C.

    Debi supported this idea  · 
  11. 26 votes
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    Debi commented  · 

    AND it would be nice if when syncing the quicklist to the tag group it would REMOVE as will as add so that the Tag Group could be accurate.

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