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Brett Sutherland

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  1. 4 votes
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    Brett Sutherland shared this idea  · 
  2. 12 votes
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    Brett Sutherland commented  · 

    I see a lot of old accounts from previous advisors in the branch. The balance on the today screen is useless without a way to filter or bulk change agent

    Brett Sutherland supported this idea  · 
  3. 13 votes
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    Brett Sutherland supported this idea  · 
  4. 37 votes
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    Brett Sutherland supported this idea  · 
  5. 70 votes
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    Brett Sutherland supported this idea  · 
  6. 364 votes
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  7. 18 votes
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  8. 64 votes
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  9. 374 votes
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  10. 536 votes
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  11. 756 votes
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  12. 1,183 votes
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  13. 3,604 votes
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  14. 235 votes
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    Brett Sutherland supported this idea  · 
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    Brett Sutherland commented  · 

    I'll add my votes. Every day I have to create the exact same filter for a specific report. It would be nice to have a "quicklist" feature for reports. Thanks.

  15. 207 votes
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  16. 128 votes
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    Brett Sutherland commented  · 

    Ditto.

    Brett Sutherland supported this idea  · 
  17. 722 votes
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  18. 143 votes
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  19. 167 votes
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  20. 248 votes
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    Brett Sutherland supported this idea  · 
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    Brett Sutherland commented  · 

    Triggers for reports would be great as well. It would be nice to have a birthday report emailed every month on a specific day to a specific user.

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