Client and Agent Info
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jbaloutine
Agent and Client tab on the order form is out of date. I would like to be able to choose which fields show up for me to fill in. It's so out of date. Fax? who uses faxing any more. Also Website? Our clients don't have websites.And we don't categorize our clients. My point is that there are too many fields. I'm trying to make it easily readable.
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Lindsay G - ISN Product
Hello, good news, we're planning a pretty large overhaul of the Order Form this year. Would you be willing to talk to us for 30-45 minutes in the next month or so so that we can get your feedback?
j
jbaloutine
Lindsay G - ISN Product. Hi Lindsay, Yes, definitely. I would be very happy to give you feedback. June