T. Newquist
My feedback
14 results found
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26 votesT. Newquist
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22 votesT. Newquist
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500 votes
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T. Newquist
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87 votes
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T. Newquist
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52 votes
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38 votes
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44 votes
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125 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
T. Newquist
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52 votes
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An error occurred while saving the comment T. Newquist
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19 votes
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An error occurred while saving the comment T. Newquist
commented
Or... modify the existing transaction fields:
Trade Type > Rename to "Transaction Type" > Field options: Buy, Sell, Deposit, Other
Trade Date > Rename to "Transaction Date"
Add document upload link to add scanned check copy (which we are required to retain) or written instructions from client.An error occurred while saving the comment T. Newquist
commented
the Transaction record functionality could also be a useful place to log check receipts and run blotter reports. Possibly a Transaction Record Type option could be added eg: Trade, Check receipt, Other..
T. Newquist
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42 votes
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65 votes
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61 votesT. Newquist
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50 votesT. Newquist
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This feature option would be greatly appreciated. However, if auto creation of employer contact record toggle on/off is an option or not -- having the system auto link all client's tied to that employer would be extremely useful.