Thanks to your feedback, we've tweaked the MVP of our partner CRM system! Let's peep the enhancements that will supercharge your practice. 

First was some major aesthetic changes:

• We took away some columns and gave you room in other columns to be able to view key data easier.
• Our detailed contact view got a rework by opening up a right hand Edit Contact window pane for you to better view and edit all the data about your contact. (This will also give us room to add more fields and functionalities around the contact in the future.)

Then, we added some features that take the data we know about our shared Complect clients and ensure it syncs with what you know — so we’re keeping each other up to date!

• Shared Complect clients are required to provide their CRD number to us during onboarding, which we use to scrape data from their Form ADV and auto-populate the Company Details section of their Profile page (if they confirm the accuracy of the scrape). Notice any information that seems incorrect? This is the perfect opportunity to pop into your client's account and update that information for them under their Profile page.
• Shared Complect clients will have their registration and notice filing information scraped daily.
  
• Quickly see (and confirm) that shared Complect clients have been assigned to all the groups they need to be for our bulk template features. *Please note from the Contact Manager, we can only facilitate adding and removing a client from a group. Remove is a tool to fix mistakenly adding a client to a group they don't belong in and will wipe all records created by adding them to that group. You must use the reassign function from inside the actual template feature group if you want the client to keep a record of all the data from the old group and simply migrate them to a new group due to changes in their business practices or registration.*
• Always remember a client's registration anniversary or anniversary of them becoming your client. If you fill out the dates and check off that you want to be notified on the anniversary, we will send you an email every year, so you don't forget!

Keep an eye on this space! We've got even bigger plans for the CRM in 2024!