New client screen allows you to view more client information in a simple, vertical tree-view layout. This means you don't have to click separate tabs to see active policies, memos, suspense items etc. you get a better picture of the client's account without jumping between screens.

Using the new hyperlinks you can easily connect to other areas of the system and create new items, all from a single screen!

The basic client tab also displays customer contact information including e-mail links, phone numbers (work, home cell, fax) for each family member or client employee. They can even be e-mailed directly from here.