Tom M.
My feedback
31 results found
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138 votes
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48 votes
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23 votesTom M.
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85 votes
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25 votes
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27 votes
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27 votes
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297 votes
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6 votesTom M.
shared this idea
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22 votes
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38 votes
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14 votesTom M.
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56 votes
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supported this idea
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251 votes
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533 votes
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325 votes
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52 votes
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An error occurred while saving the comment Tom M.
commented
I agree that this needs to be revised. There is so much wasted white space. We would love the ability to create a one-page client profile form with all of the existing information as well as other fields to be customized.
Back in my ACT! days, I created a one-page report where I can see all family member names and DOBs, account numbers and values, plus other custom fields that we use for client reviews.
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54 votes
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Tom M.
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28 votes
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An error occurred while saving the comment Tom M.
commented
I agree. This is *the* main reason we really don't use workflows. Nothing goes precisely as planned by setting one target date at the beginning. If a workflow has 12 steps/tasks, and the first step is thrown off by one day, the entire workflow is kinda worthless moving forward.
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373 votes
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This is now strongly encouraged by FINRA and should be added. Ideally, we should be able to select another contact in the CRM because 99% of the time, it will be a spouse/child/parent that is already a contact.
Our broker-dealer requires us to add trusted contact information or say that none was provided.