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Mike Mosley

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  1. 169 votes
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    Mike Mosley commented  · 

    Could we get a more specific update than "may be planned?" Has it or hasn't it?

  2. 1,718 votes
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    Mike Mosley commented  · 

    This is greatly needed.

    Mike Mosley supported this idea  · 
  3. 40 votes
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    Mike Mosley commented  · 

    It would be hugely beneficial for our company if we could add a client's category to the Activities by Contact report. This way we would be able to see how many appointments advisors are keeping with A, AA or AAA clients.

    Mike Mosley supported this idea  · 
  4. 45 votes
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    Mike Mosley commented  · 

    This is a great idea - excellent way to enter walk-in prospects. Should be easy to implement, too.

  5. 15 votes
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    Mike Mosley supported this idea  · 
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    Mike Mosley commented  · 

    Our organization tracks number of appointments for our advisors, and the ability to see who created the actual appointment would be hugely beneficial. This information is already available if you open the activity itself, so adding it to the report as a filter-able field should be fairly easy to accomplish.

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