Settings and activity
10 results found
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8 votes
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Janet Sucur
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47 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂An error occurred while saving the comment Janet Sucur
commented
This is essential to not only save time, but to save typographical errors!
Janet Sucur
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191 votesJanet Sucur
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21 votesJanet Sucur
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22 votesJanet Sucur
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10 votesJanet Sucur
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27 votes
An error occurred while saving the comment Janet Sucur
commented
Maintenance of information in XPM is currently very time consuming. Any improvement in bulk updating of information would be appreciated. Even to be given the option of 'group' update as is already the case with address changes.
Janet Sucur
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24 votesJanet Sucur
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35 votes
An error occurred while saving the comment Janet Sucur
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This function is essential for data management and time saving. I'm surprised that the process isn't already established.
Janet Sucur
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16 votes
An error occurred while saving the comment Janet Sucur
commented
It is highly unprofessional to have cover letters addressed to "Dear [Trustee Company]" and not "Dear [individual]".
In this day and age of high security concerns, clients are highly critical of anything that doesn't look legitimate.
Janet Sucur
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Hear here, Rachel! Being able to 'right click' on a client name and be given options of copying ABN, TFN, ACN would be great.