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Show all All Planned Not planned Completed Answered No status Sort by votes Newest post Recent activity Votes Comments
  • Allow editing of task staging without going to the edit task screen

    Brent Satill August 14, 2019 01:49 Completed
    15 votes 4 comments
  • Interaction templates

    Megan Nunez September 21, 2020 18:08 Answered
    11 votes 6 comments
  • Fact Find Capability Enhancements

    James Burr September 03, 2019 23:32
    11 votes 1 comment
  • Interaction with multiple team members to appear in Analytics

    Rob Pyne August 22, 2019 00:35
    11 votes 3 comments
  • Rich Text in interaction descriptions

    James Burr August 15, 2019 00:14 Planned
    11 votes 3 comments
  • Adding Spell Check

    Alyssa May September 16, 2019 23:20
    8 votes 0 comments
  • Task Integration into Calendar

    Brett Jackson June 02, 2020 05:11
    7 votes 0 comments
  • Address Updates - Changing Person Records When Changing Entity

    Alyssa May January 15, 2020 21:39
    7 votes 0 comments
  • Risk Profile Capture

    Keiran James November 07, 2019 02:48
    7 votes 0 comments
  • Search Bar Consistency

    Alyssa May September 25, 2019 21:42
    7 votes 1 comment
  • Export Interaction Notes

    Steve Miller September 23, 2019 17:10
    7 votes 1 comment
  • Mass update task due dates by interval (day, week, month)

    Megan Nunez December 08, 2020 20:33
    6 votes 1 comment
  • Feed/Task Notifications

    Monique Bower March 26, 2020 05:53
    6 votes 1 comment
  • "Cannot Delete" error messages should navigate to associated record when clicked

    Jayce Nall September 11, 2019 14:01 Planned
    6 votes 1 comment
  • Place of Birth

    Keiran James November 07, 2019 02:58 Completed
    5 votes 3 comments
  • Notification of tasks on due date

    Rob Pyne August 22, 2019 00:16
    5 votes 6 comments
  • Riskalyze

    Adrian Johnstone August 12, 2019 19:31 Planned
    5 votes 2 comments
  • Rich text in Interactions

    Monique Bower October 16, 2020 05:34 Answered
    4 votes 2 comments
  • Processes Marked Cancelled

    Lindsay Pflug February 20, 2020 15:54 Planned
    4 votes 3 comments
  • Extra Information subtab for client entities

    Keiran James November 07, 2019 05:55 Answered
    4 votes 1 comment
  • Email links auto-populate BCC field with my email to salesforce address.

    Jayce Nall August 15, 2019 21:41
    4 votes 1 comment
  • Have predecessor tasks in workflow

    Lindsey Hanson July 03, 2019 03:08 Completed
    4 votes 1 comment
  • Update Address Sync

    Chris Hughes March 11, 2022 00:35
    3 votes 0 comments
  • HTML Editor for Interactions

    Cassandra Gallagher August 25, 2021 23:56
    3 votes 0 comments
  • Ability to add multiple services at once

    Shaloke Kaunds February 22, 2021 13:07 Answered
    3 votes 3 comments
  • Surface multiple opportunities on the prospect 360 page

    Kyle Wesley October 14, 2020 14:58
    3 votes 0 comments
  • Add SERVICE DATE ROLLOVER Button to Ongoing Service Records

    Cassandra Gallagher September 15, 2020 03:22 Not planned
    3 votes 1 comment
  • Increasing sorting and filtering capabilities on Prospects list/page

    Matt Glazer August 13, 2020 17:39 Answered
    3 votes 1 comment
  • Create Tasks From Outlook

    Alicia Vengust August 06, 2020 02:21
    3 votes 0 comments
  • Client list view filter for CSMs, paraplanners, and admin staff

    James Burr February 20, 2020 05:15
    3 votes 0 comments
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