Two things really annoy me daily and I wonder if you can fix them.
1. 99% of my clients use their mobile phone and personal email on their account. However, SP defaults to "work" for both and it needs to be changed every single time. Can you please change the defaults???
2. 95% of the time, when a client's insurance policy is held by their spouse or parent they live at the SAME address and have the SAME phone number. Can you please change the settings so the address and phone number auto populate with the client's address and phone number? If it needs to be changed, it can, but 95% of the time it doesn't.
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