Leo O'Connor Jr
My feedback
113 results found
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16 votes
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24 votes
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468 votes
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146 votes
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11 votes
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An error occurred while saving the comment 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.
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72 votes
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50 votes
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An error occurred while saving the comment 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.
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386 votes
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18 votes
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192 votes
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61 votes
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52 votes
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500 votes
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139 votes
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65 votes
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346 votes
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82 votes
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An error occurred while saving the comment 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.
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101 votes
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197 votes
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An error occurred while saving the comment 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.
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216 votes
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An error occurred while saving the comment This!!! Make it exportable too!
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.