All Feedback

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...

We are with OOMA office for our telephone system. We can call, text, fax, and record calls all from the app. It also rings different on your cell phone if you get a work call so you know that it is work. I can put them on hold and transfer from ce...

If we are importing individuals in one sweep it would be great to add an initial servicing agent to the profile not just an additional agent.

I would like to have email marketing built into the program. Now I have to use a different program to do this. However, if the price were increased to do this, I would not like it as I have a relatively small book of business and work by myself so...

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...