Product Feedback

The trip dates should follow the dates of the booking so they don't have to be added again

It is important to know if a phone number is a cell phone or a landline so that you do not share a landline with a vendor thinking that they can contact the client while on a trip.

Allow us to set a report as our dashboard rather than the default that is now

Currently the only option in Adams Morgan

Advisors should be able to enter Task List reminders in the Dashboard that are not associated with a Trip. Right now, it is a required field.

My instinct is to click on an item from the Analytics dashboard and to be directed to a page about that item (e.g., click on a Trip and go to that Trip, click on a client and go to that Client's profile). Currently it isn't set up this way. Would be great if these items in Analytics could be links/clickable.

PLEASE include a space to collect billing email and phone number along with the billing address.

Where did YTD Revenue go on the Advisor Dashboard in Analytics? Please put it back.