Our advisors would like to have a "Client Profile" to include particulars.  To date, we have an assigned Action Workflow dated far into the future to maintain its position at the top of the Actions screen. 

In a meeting today to discuss the Junxure Drive event, we realized the Engagement Tab has many of the fields that match what we include in that Client Profile action item, however, we ideally want to be able to add fields to better detail that client's profile within Junxure itself.  We could then add as a favorite and easily access the info.  We feel it would be beneficial to be able to add fields to customize what we would like to see in this section.