Search found 5 matches

by Gail2038
Wed Mar 08, 2017 4:19 pm
Forum: Suggestions / Feature Requests
Topic: DELETING FROM NOTES!!!
Replies: 3
Views: 2205

DELETING FROM NOTES!!!

Dave, Help! When going from account to account, it has become a HUGE problem when notes are added to the wrong profile! As an example.... this note was put on a perfectly healthy female's account - and I CAN NOT GET RID OF IT! This is a huge issue/problem/PITA Hank is dealing with a lot of death in ...
by Gail2038
Mon Oct 10, 2016 1:29 pm
Forum: Suggestions / Feature Requests
Topic: Delete/Modify Customer Notes
Replies: 3
Views: 3227

Re: Delete/Modify Customer Notes

I put notes on the WRONG account. How do I delete it!??? IT says in the last post you are considering this for future updates. YIKES! I have the notes on the wrong place. Please assist. (Martinson)
by Gail2038
Fri Jan 22, 2016 4:59 pm
Forum: Suggestions / Feature Requests
Topic: STATUS - more than one status at a time
Replies: 1
Views: 6067

STATUS - more than one status at a time

We have clients who have multiple "status" that should be assigned. Eg: Staff A -following up status on recently applied for policy NOW Staff B - needs to call regarding Dental insurance in FEBRUARY Staff C - needs to follow up regarding IRA in JULY Staff A needs to check for commissions paid in 45 ...
by Gail2038
Fri Jan 22, 2016 4:55 pm
Forum: Suggestions / Feature Requests
Topic: UNDO feature
Replies: 2
Views: 13846

UNDO feature

There are times I am in a client account and hit the little black X instead of the Green Check Mark (Address/phone/email etc) When I do this I have just deleted the information in that field, instead of cut/paste or change or whatever. AND THEN IT IS GONE FOREVER. Would be lovely to have an "undo" b...
by Gail2038
Fri Sep 18, 2015 10:51 am
Forum: Report a Bug
Topic: Email Opt-Out Not working correctly
Replies: 1
Views: 1772

Email Opt-Out Not working correctly

When I enter in a new contact, there is now an "opt out" button by the email but I can't change it and the e-mail shows up w/ a caution sign. ?? What is this, how do I make it go away. And seriously - when I click the email I can't remove or change the "Opt out"
10:45 AM