It would be beneficial to have a completed task appear in two client records in Wealthbox? In my case, I am associating the workflow in Hubly with the trustee of an irrevocable trust. When this task is completed it will automatically be logged under the trustee in WB. I would also like for it to be logged under the beneficiary of the trust in WB. Currently, I need to edit the note posted in WB upon task completion to include a link to the beneficiary. It would be great if this could be accomplished within Hubly. Thank you!

And allow an option to add this custom data field to any export/report as a column. This way we can export data and cross reference or pull in data from other sources via VLookup to merge data from other systems for data integrity, analysis, etc. For example, a customer number, if you will.

I would like to be able to move a Workflow to a new Household in the case where a Workflow is put under the wrong Household.

I have workflow rule that applies a tax tag to a client after the tax prep is complete. I would like the tag to be applied to all members of the household for this workflow. This is important as we use this tag to drive our pre-tax mailings to customers.

I would like to be able to move Workflows, comments, Important Client Dates, etc from one household member to another. An example would be when a Head of Household is deceased, we need to move the relevant client information from the Head of Household to the Spouses Client Card.

One issue I have been having with workflows is having to complete them individually for both clients in a couple. It would be great if there was a way to automatically mirror task completions so if they are completed for one person in a couple they automatically complete for both!

We would like the ability to turn off the prompt that asks if we would like to add X Client or the Head of Household (HoH) when adding a client to a Workflow who is not the HoH.

We are specific with who we add to the Workflows, so this prompt is unnecessary because if we wanted to add the HoH, we would have added them directly.

The idea is to have an option to toggle this feature on or off.

I'd like to be able to add a stream to the entire household based on a rule. An example of this would be in the Client Onboarding process. After the client signs, there is a rule to add the Active Client stream. However, this only adds the rule to the Head of household and I will manually have to add the stream to the other household members.

It is important to have the Active Client stream on all household members so that other rules will trigger. Having the option to "Add stream to all household members" will help to eliminate the need to add the stream manually.

Would be great to see all notes for the family on the individual card in Hubly.

I want to be able to see the entire households existing workflows and tasks from the client card. This is specially important in the onboarding process when I want to know which stage each household member is at without needing to toggle between client cards.