Leo O'Connor Jr

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  1. 41 votes
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    1 comment  ·  Integrations » Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  2. 19 votes
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    3 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    I have Account level UDFs in place for RMDs and want to know waht company the accounts are at so I can check one company at a time easily.

    Leo O'Connor Jr supported this idea  · 
  3. 13 votes
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    2 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    Same for pulling one out of the recycling bin

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    Leo O'Connor Jr shared this idea  · 
  4. 3 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  5. 31 votes
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    2 comments  ·  CRM » Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  6. 741 votes
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    24 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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    Leo O'Connor Jr commented  · 

    Similarly, I want to set up automations so when a client is marked former then the birthday reminder checkbox is automatically unchecked.

    Leo O'Connor Jr supported this idea  · 
  7. 15 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  · 

    Also add account type field. That way I can say John H. Client under registration, checking under type, and Bank of America under Bank Name

    Leo O'Connor Jr supported this idea  · 
  8. 7 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  9. 79 votes
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    1 comment  ·  CRM » Notifications  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  10. 7 votes
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    0 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  11. 3 votes
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    0 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  12. 3 votes
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    0 comments  ·  CRM » Timeline  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  13. 18 votes
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    0 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  14. 44 votes
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    2 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  15. 6 votes
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    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  16. 8 votes
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    0 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  17. 29 votes
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    6 comments  ·  Redtail Speak » Notifications  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  18. 19 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
  19. 6 votes
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    0 comments  ·  CRM » Keywords  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 
  20. 21 votes
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    0 comments  ·  CRM » Keywords  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 

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