Leo O'Connor Jr

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  1. 7 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  2. 272 votes
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    8 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    The whole workflows, automations system could use some updates. Like the fact that workflows can't trigger activities (that show up under the today view easily).

    Other ideas:
    1. When Client Review is marked completed and it has no linked notes, trigger workflow/another activity/or reminder that tells advisor to make notes about the meeting.
    2.When an activity with a certain category/type combination is due (or completed) let it either trigger a workflow.
    3. Let end of one workflow be able to trigger a new workflow. Finished annual review workflow for this year so lets trigger the next which then will set it up for met o schedule the next meeting automatically.
    4. When an account gets added, if it is an account type (that i can specify) that needs an RMD, let it trigger an RMD workflow
    5. When a client hits 70 1/2 let it be able to start a worlfow and/or put certain RMD keywords in on their contact.

    Leo O'Connor Jr supported this idea  · 
  3. 216 votes
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    6 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  4. 125 votes
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    4 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    Automation Ideas
    1. When Client Review is marked completed and it has no linked notes, trigger workflow/another activity/or reminder that tells advisor to make notes about the meeting.
    2.When an activity with a certain category/type combination is due (or completed) let it either trigger a workflow.
    3. Let end of one workflow be able to trigger a new workflow. Finished annual review workflow for this year so lets trigger the next which then will set it up for met o schedule the next meeting automatically.
    4. When an account gets added, if it is an account type (that i can specify) that needs an RMD, let it trigger an RMD workflow
    5. When a client hits 70 1/2 let it be able to start a worlfow and/or put certain RMD keywords in on their contact.

    Leo O'Connor Jr supported this idea  · 
  5. 283 votes
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    13 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  6. 22 votes
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    Received  ·  2 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    Right, but that is an added step. Make our lives easier please and integrate it in the new contact window.

    Leo O'Connor Jr supported this idea  · 
  7. 14 votes
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    1 comment  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  8. 19 votes
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    3 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  9. 6 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  10. 1,159 votes
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    63 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    For client review. If the first review date is 1/1/16 and they are annually I would like a list of the review dates as they are passed by so we can input whether they are completed (and if so when) as well as if we failed to do the review, or if we have it scheduled at least. (Being able to customize which action type/category combinations triggered this completion and moved out the date would fix it [also adding a failed/canceled] option to an activity Then I could look up what reviews are due and not yet scheduled or done.

    Leo O'Connor Jr supported this idea  · 
  11. 230 votes
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    20 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  12. 3 votes
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    0 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  13. 6 votes
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    0 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  14. 362 votes
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    41 comments  ·  Integrations » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  15. 380 votes
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    21 comments  ·  CRM » Memberships  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  16. 87 votes
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    1 comment  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  17. 6 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
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