Client Summary Card

Client Summary Card

I think the ability to be able to add different client info fields in the client summary cards would be a huge help. Instead of having to click on different links to get simple info such as occupation, employer, net worth, etc., having it provided in the client summary card will give users a quick snap shot rather than having to dig in several areas. The client summary card currently only provides contact info and DOB; there's still plenty of room for more info fields. Please consider!