Currently the conversations with clients is a bit of a random, jumbled up mess if I’m honest. It’s difficult to find anything and go back to recent conversations.
Please consider adding features such as filter by adviser conversations, filter by client, sort by date and most recent, and a search option.
Some way of grouping the conversations with the same clients would be great too, rather than the way it currently is.
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Accepting Feedback
Feature Request
30 days ago
Ricky Chan
Get notified by email when there are changes.
Accepting Feedback
Feature Request
30 days ago
Ricky Chan
Get notified by email when there are changes.