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  1. 137 votes
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    Anonymous commented  · 

    We want to create a (custom export) report for clients having multiple accounts w/ multiple beneficiaries w/ standard information-ss#, dob, type for each account. Currently there aren't reportable fields.

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  2. 486 votes
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    Anonymous supported this idea  · 
  3. 42 votes
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    Anonymous commented  · 

    I create the activity and click the team notify. I am listed as a member of the team notify but I do not get notified.
    Would it be possible to be included?

    Anonymous supported this idea  · 
  4. 276 votes
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    Anonymous supported this idea  · 
  5. 24 votes
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    Anonymous commented  · 

    entering personal interest data is great but I wish we could run a report. ie run a report all clients interested in rodeos.
    or run a report on a client w/ all listed personal intersts

    Anonymous supported this idea  · 

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