Problem

There should be a paperclip next to the already saved activity that there is an attachment within the specific activity. Sometimes there are multiple updates under 1 activity, and it becomes difficult locating certain uploaded documents, especiall...

Zapier can trigger out of Groups, Individuals, Policies or Activities in Agency Bloc, but nothing currently available for this to point at AGENTS in Agency Bloc. As an FMO with over 200 agents in the downline, this would be a critical assist.

Your system doesn't like MAC so I have to touch emails multiple times to forward and then associate with the correct activity rather than being able to drag and drop into the activity. Takes so much more time and was told y'all were working on it ...

When there are many commission changes to make to a group (new agent, new internal agency sales producer and payee schedules), it all has to be done manually and can very tedious and time consuming. It would be a huge help to have the options to s...