Allan
My feedback
12 results found
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26 votes
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53 votes
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7 votes
An error occurred while saving the comment Allan commented@Anonymous I think what Mary is saying is that she wants from her quick searches (the one that auto-suggests as you type) to have option to only display active clients, not deceased, inactive, and prospects. 99% of time those contacts are noise. Active clients need to be prioritized and more easily accessible without using "Advanced Search" like you're describing.
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107 votesAllan supported this idea ·
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13 votesAllan supported this idea ·
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78 votes
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213 votesAllan supported this idea ·
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50 votes
An error occurred while saving the comment Allan commentedThere is so much wasted white space on the Notes and Activities screens. We need more simplified visibility in general. I think it's partially because of all the categorization options.
Some of us don't categorize every note. Sometimes a note is just a note.
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101 votes
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An error occurred while saving the comment Allan commentedDennis - well said.
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1,952 votes
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111 votes
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916 votes
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3 votes from me.
There are many types of NQ accounts (Individual, JTWROS, JTIC, TOD, JTWROS TOD, Trust, Estate, to name a few. However there are many Qualified account types, and there is a drop down for those.
We should see the account registration type for all accounts, not just the Qualified ones.