Customer suggestions

Add date to article pieces for our reference within the content library, so we know when it was created or last updated.

I did not find much content on the curator that touched on this topic. Here is a link to an article that I really like: https://www.schwab.com/learn/story/why-consider-roth-ira-conversion-and-how-to-do-it

Hello, It would be very beneficial if we could have an option to delete unpublished drafts. Not being able to do so creates clutter and can make processes less streamlined and user friendly. Thank you.

Joanne Fang called in and asked if we can add a way for our users to add a way for them to put text above the card message. This way they can add greetings and their clients' first name. Right now, custom messages only go below the card message.

Envision a more efficient way to navigate the content library with a new compliance tag that highlights pre-approved materials. This feature could allow advisors to quickly identify content that's already been cleared for use, streamlining the process and reducing any compliance-related delays. Use Case: Picture yourself as an advisor needing to send out an important email today. Time is of the essence, and you require content that has already passed compliance checks. With the Pre-Approved Content Tag, you could effortlessly locate the necessary materials, select them, and send your email—all while enjoying your morning coffee.

We do not send out an Easter card via email because we thought it was included in the auto holday email cards but apparently it is not. It would be nice if this was an option for it to be included in the future. Thanks!

KEEPING A LIBRARY OF APPOVED POSTS

In the list of Content, please show which I've already used. Otherwise, I have to figure out a system to keep track and keep going back and forth! Thank you!