During the webinar, someone else asked if we have sharing capabilities instead of forwarding. I think we're pretty aware of this request.
Sending a CER directly to other people (distribution list)
Under Consideration
"Sharing" a CER means you share with other people who have YCharts accounts and they see it in their CER account.
This is about managing a list of e-mails that will receive the CER you manage/create, separate of who can see it in YCharts... Basically potentially turning each CER into a client/colleague newsletter.
I like this idea
Questions:
1. Should all links be removed?
2. Would there be any design changes to the email report for this?
Questions:
1. Should all links be removed?
2. Would there be any design changes to the email report for this?
Have you heard of anyone requesting that they be able to add "custom commentary" to said emails they send to clients?
Have you heard of anyone requesting that they be able to add "custom commentary" to said emails they send to clients?
I've spoken with 2 clients today that would like to use CERs as a client deliverable and the only way it would make sense to them would be for them to add e-mails and create a distribution for the reports.
Richard Juckel - Ballast Advisors $4,800
I've spoken with 2 clients today that would like to use CERs as a client deliverable and the only way it would make sense to them would be for them to add e-mails and create a distribution for the reports.
Richard Juckel - Ballast Advisors $4,800
Nik Schuurmans - Pure Portfolios (tru Independence Enterprise) $63k
Nik Schuurmans - Pure Portfolios (tru Independence Enterprise) $63k
Requested by Snow Garrett Wealth - $15k
Requested by Snow Garrett Wealth - $15k
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