Reviews written by Patricia

53 results - showing 1 - 25 1 2 3 Results per page:
 
 

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5.0
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Patricia Reviewed by Patricia
May 12, 2014

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Last updated: May 12, 2014
 
 

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5.0
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Patricia Reviewed by Patricia
February 10, 2014

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Last updated: February 10, 2014
 
 

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5.0
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Patricia Reviewed by Patricia
February 06, 2014

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Last updated: February 06, 2014
 
CRM Software
 

My Assistant is Ecstatic!

0 of 0 people found the following review helpful
also, their customer support is excellent.
Overall rating: 
 
4.0
Company :
 
5.0
Software Support :
 
5.0
Investment Tracking :
 
3.0
Insurance Tracking :
 
2.0
Workflow Management :
 
4.0
Productivity :
 
5.0
Client Portal :
 
3.0
Integration :
 
4.0
Security :
 
4.0
Pricing:
 
5.0
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Patricia Reviewed by Patricia
September 28, 2013

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0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
November 12, 2012

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Last updated: November 12, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
October 08, 2012

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Last updated: October 08, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
August 13, 2012

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Last updated: August 13, 2012
 
 

0 of 0 people found the following review helpful
I liked it for the most part; I'm beginning to use mind maps in my own practice (I use MindJet on the iPad) especially for clients who do NOT have a linear thought process! I think the title perhaps made people believe that this would be a presentation on using this tool with prospective clients - it would be great to have such a session. There are a lot of ways to work with mindmaps just to get client thinking organized - not so necessary to have it link to everything (I use Worldox for that).
Rating:
 
3.0
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Patricia Reviewed by Patricia
July 26, 2012

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Last updated: July 26, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
July 09, 2012

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Last updated: July 09, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
June 07, 2012

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Last updated: June 07, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
June 07, 2012

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Last updated: June 07, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
May 10, 2012

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Last updated: May 10, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
May 07, 2012

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Last updated: May 07, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
March 12, 2012

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Last updated: March 12, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
March 08, 2012

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Last updated: March 08, 2012
 
 

0 of 0 people found the following review helpful
already subscribing to slide shows, hence "no" answer below
Rating:
 
5.0
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Patricia Reviewed by Patricia
February 13, 2012

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Last updated: February 13, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
February 09, 2012

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Last updated: February 09, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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Patricia Reviewed by Patricia
February 02, 2012

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Last updated: February 02, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
January 09, 2012

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Last updated: January 09, 2012
 
 

0 of 0 people found the following review helpful
Rating:
 
5.0
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Patricia Reviewed by Patricia
January 05, 2012

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Last updated: January 05, 2012
 
 

0 of 0 people found the following review helpful
too lightweight - nothing I didn't already know
Rating:
 
2.0
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Patricia Reviewed by Patricia
November 17, 2011

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Last updated: November 17, 2011
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
November 07, 2011

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Last updated: November 07, 2011
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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Patricia Reviewed by Patricia
October 10, 2011

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Last updated: October 10, 2011
 
Consultants
 

They Know Your Business

0 of 0 people found the following review helpful
The less time that I spend trying to find things, figure out how to organize things, and figure out where to file things, the better off I am! I can now save and retrieve documents with one or two mouse clicks! Watch the videos on their Web site to see how easy document management can be. Requires a considerable upfront commitment of your time and energy, but really worth it.
Overall rating: 
 
5.0
Overall Satisfaction:
 
5.0
Customer Service:
 
5.0
Technical Knowledge:
 
5.0
Qualifications Of Personnel:
 
5.0
Range Of Services Offered:
 
5.0
Financial Advisor Experience:
 
5.0
Expertise In Area(s) Of Specialization:
 
5.0
Response Time:
 
5.0
Affordability:
 
5.0
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Patricia Reviewed by Patricia
August 20, 2011

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0 of 0 people found the following review helpful
so helpful as always!
Rating:
 
5.0
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Patricia Reviewed by Patricia
August 08, 2011

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Last updated: August 08, 2011
 
53 results - showing 1 - 25 1 2 3 Results per page:
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