Caitlin Kleinschmidt
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Recent activity by Caitlin Kleinschmidt Sort by recent activity-
Prospect Setup (Like Assurance Request Setup)
We would love to be able to customize the Prospect setup similar to how we can with Assurance Request on the Setup page. It would be nice to choose what is required and what our pre-filled fields are.
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Recurring Jobs in Scheduler
We would like to request that there be a function added to Scheduler so that recurring jobs can be scheduled similar to recurring appointments in Outlook. Our CAS department has weekly, bi weekly, ...
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Default for Interest Generated
AnsweredCurrently there is no way to set up a default for the Interest Generated screen. We have to hand change it every time. Can we please add a way to change the default? Thank you, Caitlin
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Work Profiles in Scheduler to pull from PE
It would be very helpful if the Work Profiles in PE pulled into Scheduler so we don't have to double enter them when updating for the year.
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Client Staffing Updates
CompletedPreviously, when updating client Engagement Partner or Engagement Manager, if the staff were marked as "Current" when updated, it would pull to the client Dashaboard/All Client Details. Now you mus...