Suggestion

The subject line in activities need to have a drop down option for the agents to select. Being able to free write in the subject line causes many issues in reporting. For example: The agent can select " Call" but since its a free typed field the a...

It would be very beneficial to add fields in the group and individual detail tab. If we want to add a field it goes to the custom fields area but the top of the page would be most important for all agents to see. Adding additional sections for Cli...

Currently the only way to change the bill from date is to go back into the statement date and change the bill from date on that entry. The problem with doing this is if the statement is 4 months old or older and wasn't caught right away you run th...