Important Information
It would be great if the Important Information is immediately visible by pop up when you open a client's account as opposed to hoping everyone will go digging for the information when interacting with clients.
Aliana
shared this idea
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Thomas
commented
This, I think, would be a great work around for a lot of one off things that we need our team to know before doing anything with a client. For example, if a client has a POA that needs to be contacted instead of the client, this would address that without having to develop a whole system for clients with POA contacts.
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Kris
commented
Please, please, please implement this. This is such a basic CRM feature, I'm surprised it's not available. Make it optional, put a checkbox in Important information to "display upon opening client page" or something.
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Anonymous
commented
Also, could you add Important information to the Personal Profile Form when you print the PDF.