When viewing a client's list of plans, the summary details for each plan show date created and date updated, neither of which are particularly useful. There is also a date of last valuation. It would be better if the start date could be shown as it give a better indication of what plan you are looking at when 2 plans are similar.
Also, as our plans have migrated from a previous back-office system, the majority of plans just show the date of migration as the created date.
