It would be super helpful to be able to see at a glance whether a client has an active maintenance agreement when search results generate. For example, if your searching for a client with the name "Smith", the columns that come up are Name/Phone/Email/Address/Balance. I think if they added a column for Agreements and show whether they are active or not, it would minimize a lot of further clicking around.
Yes, I see that. I'm just thinking to see a list at a glance so if I'm looking to send an agreement to someone, I can see from the search page whether I need to click into the customer page and move forward. More so to accomplish a list in bulk. I have a ton of reports I run for this also. I think it would be time saving.