Suggestion

I would like a button that automatically copies a note to the spouse's profile. This would save me from having to pull up the other profile & copy & paste not only the note but the note subject line. My old CRM had this capability & I ...

It would save time not having to navigate back to the clients main page to see their other policies. I often have to look at multiple policies for a client and spend a lot of time going back and forth. Thanks

We love the pinned note feature, but we are finding that it would be great if we were able to have more then one pinned note on the clients page!

A way to remove/customize unused fields. (Separate from the custom fields) Just to reduce clutter and keep records concise.

Data entry is very time consuming. With the way the system is currently set up, the same information must be entered over and over again. Some of our group clients have 10 or more policies. It would be beneficial if information on the policy detai...

Need a way to copy a policy from one family member and send it to another family member's file so we don't have to input a policy for each family member when they are on the same individual policy. Very helpful for large family members.

It is such a headache to login if I have to look at something from my mobile phone. I would love to be able to use Face ID to open it and be able to look at data or make a note quickly

I think it would be great if this was set up to copy and paste drugs in and out and update this easily each year. We are currently using activities but it falls to the bottom of the list so much. Plus it would be nice to have a date stamp to let y...

We have set up custom fields that are important to our business, however they are not fully usable everywhere. I want to be able to use custom fields as filters on standard reports and to be able to use custom fields as triggers and filters in aut...

I work with Individual ACA plans so this is for family policies. It would be very helpful to have a fast way to connect one policy to all of the people on the policy instead of having to enter the same policy multiple times under each person's pro...