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.
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Completed
Feature Request
Plans
Over 2 years ago

Stephen Fyfe
Get notified by email when there are changes.
Completed
Feature Request
Plans
Over 2 years ago

Stephen Fyfe
Get notified by email when there are changes.