This is concerning the small globe up top where you can click on it to go to the different levels. For users who have multiple Fh's in their levels, it would be WAY more logical for the Funeral homes to be listed alphabetically by their name and n...

Filling out the Thoughtful Decisions can lead to a lot of down time between client and myself as I type. I would like to fill out this section after the client has left and then focus on my computer. Also, many times the client will change church...

It would be very helpful to have a column with the funeral home name on my agenda in Pipeline Deals. That way, if I am doing go by's, I know what town and I can plan accordingly. If I am working a specific funeral home, it would be nice to have a ...

Many budget their income and the ability to edit the monthly amount to pay off early would alleviate stress of another debt. Setting a limit on how many times a year or once a year would be decided by FDLIC. Thank you kindly for considering the idea.

Helpful for documentation purposes and to clarify with clients and/or relatives.