Carrie Thompson
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Casey Kimbler started the topic Tracking SLOA – feature request in the forum – Compliance 7 years, 11 months ago
It would be great if the new SLOA feature had an “Inactive” date that we could track. We find that with our custody audits we are asked for a date range so we need to know if SLOA’s were removed during that time. Thanks!
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Casey Kimbler joined the group
Compliance 8 years, 1 month ago -
Casey Kimbler replied to the topic Trends: Firm Level Goals in the forum Reporting 8 years, 2 months ago
I think this is a great start. I agree with others that longer/customizable timeframes would be preferable as we measure goals on an annual basis. However, having said that I’d like to be able to see progress month-by-month.
For our firm, I think we’ve finally locked in a method that we’re sticking with. In order for us to really utilize this…[Read more]
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Casey Kimbler joined the group
Integrations 8 years, 10 months ago -
Casey Kimbler joined the group
Performance 8 years, 10 months ago -
Casey Kimbler joined the group
Reporting 9 years, 4 months ago -
Casey Kimbler joined the group
Billing 9 years, 5 months ago -
Casey Kimbler and
Carrie Thompson are now friends 9 years, 6 months ago -
Casey Kimbler and
Jessica Dawe are now friends 9 years, 6 months ago
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Casey Kimbler posted an update 9 years, 6 months ago
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Hi!
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Casey Kimbler changed their profile picture 9 years, 6 months ago
