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Trial Contact Information Screen
Family Area of Contact Information Screen
Product Area of Contact Information Screen
Daily Activities Screen
User Defined Fields
Balance Sheet
Contact Profile/Couple Profile/Investment Profile
Policy Information
Investment Information
Policy List
Investment List
Remarks
Notes
File Links
Session Timers for Hourly Paid Advisors
Search Screen
Appointment Calendar
Appointments
To Do List Calendar
To Do List
Contact Report
Commission Report
Policy Premiums Report
Drop Box Setup
User Defined Fields Setup
Drip Marketing Track Setup
Bulk Manual Investment Update
Screen Design
Pocket PC Module
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Sage Pro™ Have questions? Contact us at support@bandisoftware.com or call (301) 537-4754 Copyright © 2003 Contact Sage Pro™. All rights reserved. |
