FMG Customer Suggestions

the message window needs to be placed somewhere differently than in the right hand corner. It blocks ability to find the Customer ID #.

There should be a way to rebrand any material in the content library from BD to current firm name. The BD can stay down in disclosures, but if my firm passes out handouts and they are from BD, they won't affiliate the two. Additionally you should be able to add advisor contact on any material that is able to be distributed. I had this feature with Commonwealth

Since you don't allow us to promote and event multiple times you should allow for a complete copy of an event including email sequence and event details.

Allow BCC or Journaling for emails sent from the system for compliance archiving and review.

When you edit a long blog post, the page moves down and then have to scroll back up to find the editor bar to edit your content. Please make the feature so that the editing bar is consistently in view when uploading and editing longer blogs.

As a Business Texting user, I would like to add a second phone number to Business Texting. I purchased another agency and want to add their phone number to my Business Texting along with my current number.

be able to keep drafts of social media posts sequences from the Promote your event pages. Due to tech issue it cant be saved and after doing all the work 4 times and still not fixed. I have to renter everything while waiting to get it fixed and cant be saved

We could build an Advyzon Integration for MyRepChat, a feature designed to seamlessly link your CRM with our compliant text messaging platform. This integration could automatically identify phone numbers and log text messages back to Advyzon, simplifying your workflow and enhancing client interactions with minimal effort. Use Case: Imagine an advisor receiving a text from an unfamiliar number. With this integration, they could instantly identify the contact through Advyzon without needing to switch platforms. Additionally, when sending a text, advisors could search by client name, removing the need to manually look up phone numbers in Advyzon, thereby streamlining communication.

They have been growing over the past 5 years, would be amazing for FMG to have an integration with Advyson.

We are constantly getting caught up with emails and social posts we send custom like blog posts that end up going out the same day as automated content. Can automated content such as market recap newsletter be added to the pending to be sent/posted pages? The overlap lowers open rates and increases unsubscribe rates due to list fatigue