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  1. 36 votes
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    Anonymous commented  · 

    Yes!!! or at least have that information pop up if you scroll over the exclamation point instead of having to go into it to view. This section is a great place for information, but I want to see it quickly and easily when a client calls and I have their profile pulled up.

    Anonymous supported this idea  · 
  2. 386 votes
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    Anonymous commented  · 

    I agree! We use activities for client history and I think it is helpful to always see them without having to click through so many screens.

  3. 42 votes
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    Anonymous supported this idea  · 

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