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132 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
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Kerrie Flood
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2 votesKerrie Flood
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62 votesKerrie Flood
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41 votesKerrie Flood
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30 votesKerrie Flood
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63 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
Kerrie Flood
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43 votesKerrie Flood
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290 votesKerrie Flood
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191 votesKerrie Flood
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85 votes
An error occurred while saving the comment Kerrie Flood
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This would be amazeballs pretty please!
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204 votes
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83 votesKerrie Flood
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An error occurred while saving the comment Kerrie Flood
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Yes please!!!
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24 votes
Hi everyone, we’ve made an update to reminders so you can now send multiple reminders at once - you can find out more about it 👉 here. We are hoping that this will reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
Kerrie Flood
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41 votesKerrie Flood
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46 votes
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I would find it useful for incidental chats with clients - example - "you are almost 30, time to think about whether you commit to private hospital cover", "you are approaching age pension age, let's start planning for that" etc etc