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eMoney 1 vote 0 comments -
Activity Log 1 vote 0 comments -
Consolidating the overall page Planned 1 vote 0 comments -
Notes Section Planned 1 vote 0 comments -
Paperwork Pending section Completed 1 vote 0 comments -
Expanding and Collapsing sections 1 vote 0 comments -
Back Arrow 1 vote 0 comments -
Restore Deleted Items Planned 2 votes 0 comments -
Archived Items Planned 2 votes 0 comments -
Reverse Chronological order Completed 2 votes 0 comments -
Consolidate the activity entry information and reverse chronological order... 1 vote 0 comments -
Forward and Back button on the lookup 1 vote 0 comments -
Add additional Create As statuses 1 vote 0 comments -
Fix times that are available to choose from 0 votes 0 comments -
suggestion/request for change 0 votes 0 comments -
Allow commission % to be entered at Strategy level as well as Product level 0 votes 0 comments -
Business item amount should not be required 0 votes 0 comments -
Show the "NEW" word on AUM report Completed 1 vote 0 comments -
Edit client name on business and service items 0 votes 0 comments -
Popup notifications of new business or service items 0 votes 0 comments -
Save unfinished items as drafts 0 votes 0 comments
Feature Requests
New postIdeas and requests for new features. Suggest ideas. Vote for the best. See what's planned.