Rw Project

1) # 1 All big moving companies us CRM program that requires -Text Email option… Txt File… option…
2) Minor Report updates: Add Filter Business @ glance: (the way it is… plus add filter to run report by category)
3) Agent balance report: add filter by status. (run balances: show active agents only, or pending agents only, plus exclude cancelled option.)
4) "replace words" Replace "agent" for "client" within extranet
5) Extranet – Add field for last name, (first + Last fields = Name)
6) Monthly Invoices – (skip the weekly) (html/text/) (turn delivery on/off)