Curtis Berry

Head of Service & Technology at TFP Financial Planning

Upvoted Automations on a circle Upvoted Plan sorting feature Upvoted Circle Automations Upvoted Disable notifications for clients Upvoted Photos of Clients Upvoted Corporate fact finds Upvoted Expenditure - Totals Upvoted Voyant integration - deepen and make two-way Upvoted Fact Find Snapshot - side by side view for joint clients Created Circle Automations Created Permission/control setting for 'Add User' visibility on the fact find Upvoted Vulnerability Report Created Plannr Out of Office Created Under Advice Plan Filter Upvoted Portal access level definition in automations Upvoted Update fields in automations Upvoted Complete HTML customisation for emails in automations Upvoted Alphabetic or user defined sorting of automations when triggering manually Upvoted Comprehensive Case Export Upvoted Ability to mark an employee as "on annual leave" and automatically reassigns tasks to another employee Upvoted Alerting Clients to technical Issues with their Portal Upvoted Vulnerable Client Notification Created Automation Update Upvoted Create hidden client group (for non active or deceased clients)Upvoted Visual 'Deceased' indicator at Circle level Upvoted Make Tags/Groups on a Circle apply to the individuals Upvoted Conversations time stamp Upvoted Team Capacity Upvoted SLA Monitoring Created Time displayed in messages