Client Search Improvements

For AgencyZoom Users:

• Show the following pieces of data returned:

  • First Name

  • Last Name

  • Email

  • Phone

  • Mailing Address

  • lastActivityDate

  • assignedTo

• Search by Email Support

• Search by Phone Number Support

• Search Stops when you type in Last Name

For All Others:

• Show the following pieces of data returned:

  • First Name

  • Last Name

  • Email

  • Phone

  • Mailing Address

  • Last Risk Profile Date

  • Assigned To