A lot of the record information is missing in the new layout:

• Referred by
• Discretionary
• Owner Group
• Editor Group
• Office
• Created By
• Date Created
• Verified by
• Verified Date
• Team Members;  Insurance Specialist; Portfolio Manager

We use Verified by and Date all the time to help us know when we last updated their personal information.  Now we have to switch between the new and old system to get these dates.  Referred by in the summary was helpful, as a reminder of who referred the client to us.