Agency Advantage

Added buttons to follow-up forms to allow for direct navigation to the related customer screen. Added right-click copy options for phone numbers and policies on the customer preview form. Added ability for admins to modify receipt dates and automatically create a...

Admins are now able to view and restore deleted images and documents: https://youtu.be/n1zYIQdpKNk Added a Referred By dropdown field that allows users to select a customer referral from a list of all existing customers: https://youtu.be/gxFdmgrXEzo The policy...