Product Enhancements
Changes for the Create a Client/Prospect from Launcher
Alyssa May
Users are requesting the ability to create multiple Client/Prospect People (i.e. contacts) when building the Client/Prospect (entities, households, etc.). This would allow for larger family uploads (when available), saving team members time and clicks.
There is also a request for a Client Name formatting adjustment to include the default naming formula is "LastName Household" when Entity Type Household is selected, but also an option where the Household naming convention is: "LastName, FirstName" or "LastName, FirstName (primary) & FirstName (secondary)" when there are two people in the Household.
Finally, the Users also recommend changing the Client Segment drop-down to a non-mandatory field.
Comments
Thanks Alyssa,
We've been continuing to evolve the Prospect functionality in each release. We are conscious of keeping the wizard fairly streamlined while allowing clients to build out a more detailed prospect record over time using the side navigation functionality.
We're definitely happy to explore all options until we get it just right!
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