Gregg Shaw
My feedback
2 results found
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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!
An error occurred while saving the comment Gregg Shaw supported this idea · -
1,275 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!
Gregg Shaw supported this idea ·
the default viewing is "reminder review date" NOT "Next review date". I need the option to save the "next review date" for my weekly reviews with portfolio manager.
This feature was available before we upgraded to TailWag. I went through this w/ Brian who is trying to help me. This feature needs to be added since I rely on this religiously in managing my clients accounts.