Alert/warning pop up when clicking on client profile, if "caution" is needed
Clients who have big life events/fraud should be handled with care. Some team members may not have the time to "Dig" for a note they don't know is there and may cause more problems.
There should be a feature where a pop up box needs to be read/addressed when entering a client profile so the employee can "use caution" when needed.
19
votes
Jennifer Wegfahrt
shared this idea
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Ethan Klee commented
Yes! We've been talking for years about how the "important info" should have a toggle for "open upon opening contact card" so it either pops up, or expands that area at the TOP of the client card. Heck, it's got a big red circle when we hover, let us choose what color that icon is or something at the bare minimum.