Adam Cmejla
My feedback
3 results found
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494 votes
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379 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 Adam Cmejla
supported this idea
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An error occurred while saving the comment Adam Cmejla
commented
I LOVE this idea!! Putting a dollar amount in the field on an IRA rollover has different meanings than a dollar amount of a life insurance policy which is different than a fee paid for financial planning services. Great suggestion!!
An error occurred while saving the comment Adam Cmejla
commented
I agree with this sentiment as well. My suggestion would to also add an additional column on the Opportunities page that allows us to see what linked contacts are with the given opportunity as well as expanding on the bells and whistles that are available in the current section. Great suggestions and starting points...hopefully RT has goals of starting this sooner rather than later. I've tried using it lately but still find its functionality to be archaic at best.
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1,924 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!
Adam Cmejla
supported this idea
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Why has this still not gotten more attention?!?!?! Such a crucial piece to firms tracking business!! One of two things is happening: firms are tracking it offline or they are not running very goal-oriented businesses if they're not concerned with making sure that opportunities are flowing in and out of the practice in a timely, tracked manner!! Sheesh!!