Nick Smith

Created Conversations webhook Upvoted Notifications for Conversation Replies Upvoted Automating Conversations Upvoted Add 'advice type' selection to New Business register Upvoted Mandatory start date and plan number Upvoted Client Names in Portal Upvoted Name on client portal invite Upvoted Salutation enhancement Created Automation Notifications Created conditional trigger automations Upvoted Ability to attach document to specific task Upvoted Client review "dashboard"Created resize and reorder columns Created Use keyboard for 'Y' not mouse when executing a change Upvoted PensionLabs Integration (LOAs)Created Cease charges when making plan inactive Upvoted Expectations