Clients

% will be helpful in the client profitability. That information is already included Tools/Profitability

When adding notes to tasks, the progress notes disappear once a task is complete. This suggestion is to add a new note type that can be added from the client record which remains in place after the task has been completed. I think this needs to be...

It would be useful if BM could differentiate prospects from clients. At the moment, when setting up a prospect, users have to select 'New Client'. If you can have a list of prospects on BM, when you archive them, the prospects appear along with th...