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  1. 130 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    There are many times we need to add a pronunciation of a name. On the receiving end of that... It's always nice when my name is pronounced correctly and a nice touch especially for the specialized services of Financial Advisors. Financial advisors and their staff should know how to properly pronounce their clients' name!
    I agree with having this information in the client's "Basic Info" section.

  2. 596 votes
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    Anonymous commented  · 

    This is a big deal!! Being able to move tasks from one step to another step would make workflows less cumbersome and more user friendly by saving a lot of time. There are too many occasions when we need to close out a step to move on to other tasks but 1 task in that step is hindering it.

  3. 762 votes
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    Anonymous supported this idea  · 

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