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Michael Owen

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  1. 437 votes
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    Michael Owen commented  · 

    I would like the ability to enter the last review date for a client into the system and then be able to run a advanced search or report later on so that I can easily see which of my Rep's clients have have had a review and when it was done last.

    Michael Owen supported this idea  · 
  2. 759 votes
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    Michael Owen supported this idea  · 
  3. 315 votes
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    Michael Owen supported this idea  · 
  4. 193 votes
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    Michael Owen commented  · 

    Currently there is no way to easily track the client reviews that my REPS do. I would like to easily see for each client the last review date and easily set a new review date that may not be on a set schedule. Also I would like to have a report that I can view my REPS clients and see if they have missed a review or have not conducted a review recently.

    Michael Owen supported this idea  · 
  5. 1,256 votes
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    Michael Owen supported this idea  · 

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