Settings and activity
12 results found
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6 votesJanet Sucur supported this idea ·
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55 votes
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12 votes
An error occurred while saving the comment Janet Sucur commentedHear here, Rachel! Being able to 'right click' on a client name and be given options of copying ABN, TFN, ACN would be great.
Janet Sucur supported this idea · -
49 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 commentedThis is essential to not only save time, but to save typographical errors!
Janet Sucur supported this idea · -
213 votesJanet Sucur supported this idea ·
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50 votesJanet Sucur supported this idea ·
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23 votesJanet Sucur supported this idea ·
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16 votesJanet Sucur supported this idea ·
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28 votes
An error occurred while saving the comment Janet Sucur commentedMaintenance 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 supported this idea · -
38 votesJanet Sucur supported this idea ·
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60 votes
An error occurred while saving the comment Janet Sucur commentedThis function is essential for data management and time saving. I'm surprised that the process isn't already established.
Janet Sucur supported this idea · -
21 votes
An error occurred while saving the comment Janet Sucur commentedIt 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 supported this idea ·
This makes total sense and would save so much time!