Leo O'Connor Jr

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  1. 6 votes
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    0 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  2. 12 votes
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    0 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  3. 12 votes
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    3 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    Can you tell our UDFs have to do with RMDs and I set them up in January? Thinking about this issue yet again.

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    Leo O'Connor Jr commented  · 

    That's funny. Came to suggest the same thing but I guess I recommended this last year. Would love to delete from each account my UDF '2017 RMD Status' and make a note of that deletion by having the system auto add notes that read "Deleted Account UDF - 2017 RMD Status - Complete' from LPL Acct 12345678."

    Leo O'Connor Jr shared this idea  · 
  4. 21 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  5. 13 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  6. 32 votes
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    3 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  7. 10 votes
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    2 comments  ·  CRM » Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
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    Leo O'Connor Jr commented  · 

    I agree. At the moment I am just putting those in as trusts and if I want a list of just estates I just search for contacts with the word 'estate' in the title. It isn't perfect for sure.

  8. 15 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  9. 15 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  10. 24 votes
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    1 comment  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  11. 3 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  12. 12 votes
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    0 comments  ·  CRM » Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  13. 25 votes
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    1 comment  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    I usually work out of the Today view and when I schedule multiday activities I am giving myself more chance to see it. Except of course the system does what it does now and does not show it to be each of those days. This needs to be fixed.

    Leo O'Connor Jr supported this idea  · 
  14. 4 votes
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    0 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  15. 6 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  16. 7 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  17. 17 votes
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    1 comment  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    100%! Even allow us to set this up in options for autoroll activitites with certain statuses (checking the box of all but the meeting, scheduled calls, out of office). That way we don't even have to click the button per activity.

    Leo O'Connor Jr supported this idea  · 
  18. 18 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  19. 17 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  20. 20 votes
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    1 comment  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
    Leo O'Connor Jr shared this idea  · 
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