Leo O'Connor Jr

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  1. 402 votes
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    39 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  2. 24 votes
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    1 comment  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  3. 143 votes
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    15 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    Memberships is how I add adult children that have accounts with us to a contact. That way they each get their own marketing materials. If I left them all in family then the adult child would be left out of marketing campaigns.

    Leo O'Connor Jr supported this idea  · 
  4. 14 votes
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    0 comments  ·  CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  5. 30 votes
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    5 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    Wow, found this needed to be done so I thought I'd suggest it. Guess I already have.

    Leo O'Connor Jr shared this idea  · 
  6. 41 votes
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    3 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    With UDFs currently, I have spacing to make a UDF clear but I find that is only possible to see that when in editing mode. By default when looking at the UDF everything is pushed together making it harder to read than it really was meant to be. I'd like to be able to hover over the UDF to see what the whole thing says with my formatting. This may be better to do that show the formatting in the window by default because for some it may take up too much room if they use lots of account level UDFs.

    Leo O'Connor Jr supported this idea  · 
  7. 8 votes
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    1 comment  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    We have a couple clients that do different things with different accounts. This would be perfect to do for them. and seemingly not too hard to implement.

    Leo O'Connor Jr shared this idea  · 
  8. 22 votes
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    1 comment  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  9. 12 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  10. 40 votes
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    2 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  11. 31 votes
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    0 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  12. 7 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  13. 4 votes
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    1 comment  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  14. 12 votes
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    1 comment  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  15. 9 votes
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    0 comments  ·  CRM » Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  16. 9 votes
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    0 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  17. 44 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  18. 17 votes
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    1 comment  ·  Integrations » Investment Research  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  19. 33 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  20. 28 votes
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    3 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    This, again yes, this. I sometimes get asked what an activity is about because someone got the email notification before I have even finished writing in a description.

    Leo O'Connor Jr supported this idea  · 

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