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  1. 1,256 votes
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    Anonymous commented  · 

    VERY VERY SERIOUS ISSUE!!!
    we need to see these right away. pop-ups on the dashboard & definitely in the client/contact record for approaching/overdue review would be awesome.

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  2. 1,217 votes
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    Anonymous supported this idea  · 
  3. 47 votes
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    This 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!

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    Anonymous commented  · 

    It's great to have account data feeds right in each of my clients, but I need to make a greater differentiation for the accounts. Nicknaming would allow me to do this, and have a quick visual reference when I'm speaking to a client - rather then to have to reference another file or document to see what wholesaler each account number is held with. I need to do this by client as a minimum. Ideally, I could do this on a broader scale for each wholesaler, as the feed comes in, and it would show in the client accounts area.

    Anonymous supported this idea  · 
  4. 1,927 votes
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    Anonymous supported this idea  · 

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