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1. Need to clarify wording when client entering relationship to insured

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   0 comments  ·  Jituzu » Client & Billing Details  ·  Delete…  ·  Admin →
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   progressivelaura shared this idea  ·  Aug 6, 2021

2. Session time auto filled from Client Sessions screen

   5 votes

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   0 comments  ·  My Clients Plus » Notes  ·  Delete…  ·  Admin →
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   progressivelaura shared this idea  ·  Aug 23, 2019

3. Be able to make changes or updates to posted payments

   101 votes

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   12 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   progressivelaura supported this idea  ·  Aug 23, 2019