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Got a call from a Hear It Direct sales coordinator today offering a $50 discount off the ticket price for the March 13th event. If anyone wants to attend and use the discount, use promo code ANNA50 when you sign up. Feel free to pass this along.
As far as I've been able to discover, you cannot tag anyone on your page if you are using the page as the page, if that makes any sense. If, however, you change over to using the page as YOU, then you can tag someone in a post. I guess you'd have to post as yourself if you want to be able to tag and edit the post. It's a PITA, but don't see any way around it.
For our brokerage document management/storage, we use paperless pipeline (been using it for nearly 2yrs..no issues..all records are now stored electronically)...for my individual client transaction mgmt...I've been using Cartavi...have been please with it..