Client Professional: Features

Todo List

As you enter information into the database, Client Professional maintains a Todo List. This provides you with a central location to view upcoming events such as Client Birthdays, Policy Anniversaries or Reviews.

Additionally, every time you create a Note requiring action in the future, a task in the Todo List is created. If required these can be automatically allocated to a particular person in the office.

The Todo List allows you to view information by day, week or month. A detailed hardcopy allows you to work away from the computer.


To ensure that important events or tasks do not get forgotten, Client Professional can be instructed to display a pop-up reminder either daily or more frequently if required.