Emily
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48 votes
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43 votes
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735 votes
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414 votes
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81 votes
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386 votes
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1,371 votes
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An error occurred while saving the comment Emily
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421 votes
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Emily
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271 votes
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102 votes
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Emily
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76 votes
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Emily
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774 votes
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An error occurred while saving the comment Emily
commented
I would like client review's to stay on calendar and be able to "completed" and converted to activities so you can add notes directly to the activity itself and have them appear in the client's note section.
On the top of a contact's page, it currently lists "next review". Last Review should also be noted here, as well as linked to a separate log of all reviews and corresponding notes. It is imperative to have access to these records. The reviews go away same day - they should not go away until status is changed to "completed". Reviews might happen after a week of rebalancing portfolios so NEED to see them always. I understand "client review" is to prompt/remind us to do the review, but we should have the ability to turn it into an activity, that way we have a record and ability to put in notes. Also, what if you don't get to the review, you can't roll it over....(lands on holiday, out on vacation, business came up need to push forward, etc). The solution is not to double our work and take the time to create both an activity AND a Client Review. This is redundant and inefficient. The Client Review Feature NEEDS TO BE UPDATED to COMBINE its current benefits (such as appearing on the Today/Homepage, under "Today's Reviews"), with the functionality of all other client/calendar activities.Also, "The 'Client Review' section should be more integrated with the calendar so they work together for a more comprehensive client review calendar. When a reoccurring Client Review notice pops up, it should have the ability to schedule the client meeting as an activity in the calendar and mark the review reminder as complete. The review reminder should be set up similar to a task, meaning that it does not go away until it is marked complete. Once the client meeting activity is complete, it should be updated in the Client Review section as "Last Review date".
With the current system to have a client review schedule requires that I put a reminder in Client Review, then create a separate reoccurring task to schedule the meeting, and then create another separate activity for the actual client meeting/contact. In essence I have 3 calendar items for one actual meeting. Not very efficient or calendar-friendly."
Emily
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I agree 100% - until this is fixed though, as a work-around in these instances, we have been adding family members under the "Membership" tab on the client's profile. (Under "Manage Database Lists" you can create your own membership codes, i.e. "Father", "Mother", "Child", "Grandchild", etc.).
It is time consuming to recreate everything you have already linked in the family tree, and there SHOULD be a better way (I think the problem MAY lie with the fact that members in the family tree are listed as "DEPENDENTS", which technically refers to something different altogether & should therefore be a separate category from a "Family Tree" which depicts lineage.)...but as a patch-fix in the meantime, this may help you.