Anonymous
My feedback
3 results found
-
571 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!
Anonymous
supported this idea
·
-
774 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!
Anonymous
supported this idea
·
-
452 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 Anonymous
supported this idea
·
The current review features are a little frustrating at the moment to work with. The first meeting portion is a little useless. A better use would be to indicate when the last meeting was. The next feature that allows you to set when reviews should take place is crucial and a great feature. We utilize it to indicate when we need to reach out to our clients to schedule a review. However, a review might be scheduled for a later date. Which means, in the fiduciary reports it states the last and next review meeting dates but they are not accurate. Reviews don't always happen on when we specify they should with the review frequency. So we should have the ability to specify when the review actually happened.