The usefulness of the Clients, Companies, and People Tools screens has been enhanced
- For all 3 of these screens the facsimile column has been removed
- Two new sortable columns have been added
- Last Contact
- Next Contact
Additional filters have been added to the top part of the screens
a) Owner - this would be a list of entities (brokers, and any enterprise entities), but this should be controlled by broker security. A user should only be able to see a broker/enterprise in the list if they have 'access' permission to the brokers data
Tools \ Client Screen