Customer suggestions

We should be notified when one of our social media integrations is about to expire. That way we won't lose any of our scheduled posts.

When you create an event, the rsvp email should automatically have and add to calendar link for invitees to click on once the confirm their rsvp.

When searching for a contact, if you click on their name and want to go back to the search you have to begin all over again. It would be nice to have a back button to return to the search results where you left off rather than beginning again.

An option to have automated recruiting posts for social media would be great

We need ability to customize the salutation in FMG created email.from Hi [First Name] to whatever we wish it to be. I use the FMG Marketing suite for www.WealthforDocs.com . I cannot address a physician or a dentist as Hi [First Name]? I need it to be Doctor [Last Name].

Request for an Instagram integration. :)

Give advisors the ability to change the default message clients receive after submitting a form or questionnaire on the website. Clients would benefit from a customized messaged. Example: filling out the "Risk Tolerance" questionnaire on my website delivers a default msg, "We'll reach back out to you shortly." Our firm doesn't reach out.

The client requested to have a feature in the in to add notes directly within the inbox or elsewhere on the dashboard for lead gen replies.