Send me an in-app alert when a client's credit card is declined or have the alert appear on the client's ledger so I can make sure to update the information as I'm working in the client's profile.
Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.
If a mistake was made on an insurance that was marked as inactive an Org Admin should be allowed to delete the insurance. This helps to avoid scheduling issues as it is confusing for them when they see 2 identical insurances one marked as active a...