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Chris Cosenza

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  1. 172 votes
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    Chris Cosenza commented  · 

    Misc Client Info, instead of having "Primary Contact" change it to "Trusted Primary Contact" With the option to include name, number, email, and address. And when you search for a client by name have the "Trusted Contact" be able to be seen. Finra has mandated that all client records have a "Trusted Contact" So this needs to be a feature in one way or another.

    Chris Cosenza supported this idea  · 
  2. 842 votes
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    Chris Cosenza commented  · 

    Customizable widgets on our dashboard so that if I want to see bdays up to 7 days prior and 3 days post birthday I can see that all week each day everytime I log in on my dashboard. Also, would like to automate a call creation functionality that creates and/or sends email reminders or opt in pop up reminders to call those clients/prospects on their bday, and if bday falls on the weekend that activity is created and reminded for Friday before.

    Chris Cosenza supported this idea  · 

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