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Is there an existing report that will print all the contact info on file for a client for both primary and secondary contacts, along with the edited text
I agree! This would be a great way to communicate back and forth with a virtual assistant. I notice when you add a new calendar item you can assign multiple
I would like t see AdvantageXi have the ability to add another user to an event that I have on one calander already. There are several times I look at an
Since this is on a public forum, there needs to be background to this question. Fell free to add to it if necessary. Over the time that this is going on I
We are stuck and can't get our records imported from Top Producer into Xi. We can get our contact records and notes but not the property info that connects to