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Show all All Planned Not planned Completed Answered No status Sort by newest post Newest post Recent activity Votes Comments
  • Exploring additional Time Tracking Detail

    Dan Guy April 23, 2020 17:40
    0 votes 0 comments
  • Interaction Attachments

    Nikki Middleton April 17, 2020 00:28
    2 votes 0 comments
  • Primary Contact Info in Header of Tasks/Interactions

    Jonathon Gilbertson April 16, 2020 16:51
    2 votes 0 comments
  • Influencers AUM Rollup

    Alyssa May April 13, 2020 14:23
    0 votes 0 comments
  • Tasks on Prospect Wizard

    Kyle Wesley April 10, 2020 17:01
    1 vote 0 comments
  • Nesting Client Entities

    Shaloke Kaunds April 02, 2020 20:42 Planned
    0 votes 1 comment
  • Client vs. Client Entity Types

    Shaloke Kaunds March 27, 2020 20:25
    1 vote 0 comments
  • Feed/Task Notifications

    Monique Bower March 26, 2020 05:53
    6 votes 1 comment
  • Linking an existing contact to a Prospect

    Shaloke Kaunds March 12, 2020 14:24 Planned
    1 vote 1 comment
  • Allowing Tasks & Processes to be Assigned by Relationship to Provider

    Alyssa May March 11, 2020 01:06
    0 votes 0 comments
  • 360 View - To show information (Advice, Open Processes and Tasks, Third Party Authorities) for Entities too

    Kristy Smith March 10, 2020 22:01
    0 votes 0 comments
  • Education

    Ann Chung February 25, 2020 18:13
    0 votes 0 comments
  • Processes Marked Cancelled

    Lindsay Pflug February 20, 2020 15:54 Planned
    4 votes 3 comments
  • Enhancing the structure sub tab

    James Burr February 20, 2020 05:56
    2 votes 1 comment
  • Client Holiday Calendar

    James Burr February 20, 2020 05:22
    1 vote 0 comments
  • Client list view filter for CSMs, paraplanners, and admin staff

    James Burr February 20, 2020 05:15
    3 votes 0 comments
  • Client Lists & Loading More

    Ann Chung February 13, 2020 18:19 Answered
    0 votes 1 comment
  • Mobile Version

    Kyle Wesley February 03, 2020 16:50
    3 votes 0 comments
  • Delete override

    Kyle Wesley February 03, 2020 16:44 Planned
    0 votes 1 comment
  • Improvement to influencer/referrers

    Brent Satill January 31, 2020 06:57 Answered
    0 votes 1 comment
  • Mobile Assistant

    Alyssa May January 17, 2020 22:44
    0 votes 0 comments
  • Address Updates - Changing Person Records When Changing Entity

    Alyssa May January 15, 2020 21:39
    7 votes 0 comments
  • Allow editing of task due date from main task page (without having to edit)

    Kailee Ostroski January 15, 2020 16:01 Completed
    3 votes 1 comment
  • Conga Sign Intergration

    Stephen Horsten December 17, 2019 03:31
    1 vote 0 comments
  • Geocodes "Latitude_and_Longitude'' on account(entities) Object

    Akeel Wani December 16, 2019 05:15
    2 votes 0 comments
  • Task 'types'

    Brent Satill December 12, 2019 02:58
    2 votes 2 comments
  • The next Recurring task will be generated after the current Task is Completed

    Cassandra Gallagher November 29, 2019 00:58
    2 votes 0 comments
  • Scrolling through Tasks

    Jonathon Gilbertson November 26, 2019 16:30
    2 votes 1 comment
  • Promoting multiple Prospects to Clients

    Mitchell Titlow November 24, 2019 23:03
    1 vote 1 comment
  • More information on the influencers section

    Kailee Ostroski November 13, 2019 13:49
    1 vote 2 comments
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