Leo O'Connor Jr

My feedback

  1. 81 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    Yes! I'd love to have an annual review setup workflow triggered at some point during the client onboarding workflow.

    Leo O'Connor Jr supported this idea  · 
  2. 50 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  3. 313 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    27 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  4. 51 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    I agree! This woudl also be useful to see who turns from prospect to client to see those stats. You don't just want a client trigger because sometimes a minor becomes a client but was never a prospect so you may not need the same onboarding. Same with IRA beneficiaries.

    Leo O'Connor Jr supported this idea  · 
  5. 86 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  6. 26 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  7. 81 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  CRM » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  8. 6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  9. 9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  10. 27 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  11. 6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  12. 180 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    19 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    I need this! I use former client in the status for most people but when a client dies they are deceased in status and the category continues to denote they have open accounts until their accounts are closed, in which case I put their category as a former client. Now I am missing a workflow triggering for former clients if they happen to be deceased because you are stingy with the automation triggers.

    Leo O'Connor Jr supported this idea  · 
  13. 20 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  14. 10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  15. 184 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    11 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    This!!! Make it exportable too!

    Leo O'Connor Jr supported this idea  · 
  16. 9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  17. 32 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  18. 13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  19. 94 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    Yeah, we had to add a UDF to do that. It would make lots of sense if that was built in better.

    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    We are just starting a tracking using UDFs on the contact level and using the annual review field but instead of putting down the first review, we put the date of the latest review instead. It would be nice to know that info under the KYC part of the home page. Also could do with a review calendar where it has 12 squares, one for each month, and then shows you based on the KYC field when each one is due for an appointment (and possibly showing the same client 4 times if they have quarterly meetings)

  20. 5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    That may mean a lack of Primary Phone number for that contact.

Feedback and Knowledge Base