Cynthia Williams
My feedback
2 results found
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8 votes
An error occurred while saving the comment Cynthia Williams
supported this idea
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119 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Cynthia Williams
commented
This would improve communication in our firm greatly. It would ensure items that are being followed up on by others gets communicated to original note owner without extra steps for communication. Example: email, etc. Please add this feature, people in our firm assume this works like Facebook and we are notified automatically which just isn't the case.
Cynthia Williams
supported this idea
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This would help our firm greatly even if just for adding in comments so that those involved can be easily notified of an update. It would help over-processing in our office with making a comment than having to email or Teams the individuals involved with a second note. This would help too if another assistant took a message from a client for another team and then the Advisor could notify the assistant that needs to work on it without bothering the one who made the original note.