Feature Requests

* Why this feature is important to you? The feature doesn't align with our company name and might distract clients, potentially making them think we are a scam. * What is the problem that it is causing around your usage of our product? The link name includes "LUIS," which is unrelated to our business name. * What benefits would you see from having this built? Aligning the website, links, and documentation with our company brand will increase customer enrollment.

team members also not able to leave task or notes.. please assist

I've noticed that the memos added to my client profiles are in a read-only format. This limitation prevents me from editing or deleting the information in these memos. I believe having the ability to edit or delete these memos would greatly enhance my usage of the product, allowing for more flexibility and control over the information stored in client profiles.

I would like to see an integrated billing solution inside of CRC. Right now I have to "get paid" through a separate system and I really think having a solution within CRC would be a win.