A client tab
under review
K
Kevin workman
And please simplify editing of clients and agents (email,name,phone )
Jau Pu
It is currently impossible to edit or update information for agents and clients once they are created. This is problematic because contact details often change, and if incorrect information is entered during the initial setup—especially for clients—there is no way to correct it.
Janaya Fix - Product Management
Merged in a post:
Clients
W
Will del Castillo
There is a link for Agents, but we need a area to keep our clients. Some customers are repeat. I would like to be able to view and edit my client list.
Janaya Fix - Product Management
Merged in a post:
Delete Clients from list
P
Pat Dolbear
The inspector mentioned that he would like to be able to Delete clients from his list since most of the time he does not work with the same clients
Janaya Fix - Product Management
Merged in a post:
Client details
S
Scott Bachman
Have a list of clients to be able to edit or delete them.
Janaya Fix - Product Management
marked this post as
under review
Erin Anderson Reed
I agree with Pat. I now have dozens of clients that I will not likely ever use again.
Janaya Fix - Product Management
Merged in a post:
Access and update client database
Rosalie Krenger
Much as you can access your agents database.