Customer suggestions

My clients always enjoy having my Appointment Booking link at the bottom of EVERY email I send. FMG doesn't allow you to customize your email to add calendar links, buttons, or other basic tools that most every other provider offers. Coming from Mailchimp and Snappy Kraken, this is a severe step backwards.

How can we get Multi Factor Authentification on entry to site. Many important things with our clients an our link to Redtail.

The first email I was going to send, “Is Household Spending Poised to Surge” doesn’t give me confidence. The very first picture/insert has two misspellings with the first in the title and the second in the disclaimer. I believe it should be “Wealth HAS increased…, not have increased and the word “represented” in the first sentence of the disclaimer is misspelled. I realize FMG may not have created this but if it cannot be corrected it shouldn’t be used.

Just browsing again through the social posts for me to add for content and of the top ‘new’ articles, they are already dated. Goldilocks (2 weeks ago), Recession fears fading (February), FOMC volatility (March 30), IRS tax changes (looks like from last October).

Please add something to the Current content about this month being a great way to start the year with Financial Wellness Month! I mainly use the Weekly Insights email, please mention there asap!

As an approver, how do I access items that have been submitted and approved or rejected?

Only five holiday emails available at this time. If would be great to have a few "Season's Greetings" "Happy Holiday" options and maybe even a Happy Hanukkah option

We would like to provide access to the content library (greeting cards, web content, etc) without providing access to change company information (email, phone number, etc). Please move all company data to a an admin profile and/or add content viewing to more profiles. Currently, there is no way to grant access to the content library without allowing access to change core company info.

Quiz often doesn't completely show in the window and you are unable to scroll. At times, all possible answers are not visible. Was told to try changing the zoom to show more. Not an acceptable answer as prospective clients will not take the time to do so. If this is to help in lead generation, it needs to be efficient and simple. If the page does not fit as is, it should allow scrolling.

While there is a downloadable on retirement plans, a chart showing various retirement plan choices for small business owners woudl be help and embed that under the Resources menu option.