Tom M.
My feedback
53 results found
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3 votesTom M.
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3 votesTom M.
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3 votesTom M.
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12 votes
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Tom M.
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33 votesTom M.
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75 votes
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Tom M.
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52 votes
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19 votes
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Tom M.
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251 votes
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Tom M.
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529 votes
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Tom M.
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316 votes
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26 votes
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Tom M.
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49 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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20 votes
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51 votes
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Tom M.
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3 votes
An error occurred while saving the comment Tom M.
commented
I agree - while we do have a handful of clients out of state, this is unnecessary for us.
If it has to stay there, at least have it update in real-time. I've had a contact record open in one tab and it shows the local time as a half hour ago when I first opened that contact.
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36 votes
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An error occurred while saving the comment Tom M.
commented
It would also be helpful to see DOBs and SSNs on the family page. There is so much empty white space on the Family screen and it could be so much more functional. This would be helpful when completing paperwork, especially when it comes to beneficiaries, and not having to switch back and forth between family members for DOB and SSN info.
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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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364 votes
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1,924 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.