This solution would allow a servicing advisor to sort through activities among their clients. Ordering activities chronologically, by emails, phone calls etc. This enables the servicing advisor to search for such information as, when was the last time they called a client, sent an email, and so on.
Anonymous
This solution would allow a servicing advisor to sort through activities among their clients. Ordering activities chronologically, by emails, phone calls etc. This enables the servicing advisor to search for such information as, when was the last time they called a client, sent an email, and so on.