All important client information on one page
Gosh would it be nice to open a client record and on one scrollable page you see; the latest actions, open opportunities, net worth summary, and assets...
Each user would be able to decide how they want to view to look and what order their field display.
This is available on a lot of other platforms and it saves users a lot of time. Right now, I don't know if any of the other tabs are in use unless I click on them and explore.