Agent Manager only lets you link one Agent. We often have 2 Agents and currently have to pick just one to link, which then effects the usefulness of the stats. Also we have Educational Guardians, who can be from an Agency, that cannot then be mana...
It would be very beneficial if in Agent Manager you were able to attach a document to an agent. For example you could attach contracts for a particular agent. Keeping everything in one place.Thanks.
Branch Address & Main Branch Contact Info was seperate from individual contacts
You would then only need to enter the branch address and overall contact details once. Individual contact personnel names and contact details could then be inputted seperately. Currently you have to enter address details everytime you add an indiv...
Please develop reporting functionality for expenses. Currently the information you can export is far too limited. We cannot see each line of the claim or information on any custom fields we have added to our expense claims. This has meant we canno...
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