Dec 14, 2023 Thread starter #31 J jack3454 Guru 253 Chazm said: You can save it, send it to your client with your recommendation. It’s highly inefficient IMO. I can’t tell you how many times a client will call me back a couple of days later to add in drugs they forgot. You’d have to start from scratch. Just stick with connecture, S&S, or sunfire. Click to expand... Thanks!
Chazm said: You can save it, send it to your client with your recommendation. It’s highly inefficient IMO. I can’t tell you how many times a client will call me back a couple of days later to add in drugs they forgot. You’d have to start from scratch. Just stick with connecture, S&S, or sunfire. Click to expand... Thanks!
Dec 14, 2023 Thread starter #32 J jack3454 Guru 253 MedicareAgent said: I'm old school. I have an excel spreadsheet, customers info is on a leadsheet in a binder on my desk, cross reference etc, it costs nothing to have. Click to expand... If it works for you thats all that matters.
MedicareAgent said: I'm old school. I have an excel spreadsheet, customers info is on a leadsheet in a binder on my desk, cross reference etc, it costs nothing to have. Click to expand... If it works for you thats all that matters.
