Justin
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1,271 votes
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275 votes
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commented
This would allow for a follow up for compliance review of items or a lot of other use cases.
Justin
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500 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Justin
supported this idea
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The automation of the next review date is great, however it is useless without the ability to see if the review was actually completed. From a regulatory standpoint we really need to be able to see what reviews where completed and when including past and upcoming would be great. If the automated templates could trigger an activity to be created based off of the next review date that would remain open until the "reviewer" completed the event that could work. The only other option is to create an event that can recur on X frequency and run reports based off of that. We have 30+ advisors that we manage and performing this in the current confines of the system is tedious to say the least.