SCRIPT AND INFO ON 1 PAGE FOR AGENT.

[isakovk]

Hello,
Does any one has an idea on how to have script and persons info on the same page.
If such thing hasnt been created, Mat can you please price this out, and maybe people will be interested in donating to this project.

Thank you.

[mav2287]

How exactly would you be doing this. Would you be doing a text style script that would show below the information fields or would you be looking for something more complex. The biggest thing I would be worried about myself if screen real-estate and how to make it all fit clean and tidy. Do you have more detail on what you want or better yet a mock up picture/drawing?

[williamconley]

This can be accomplished already (after a fashion) by using custom fields. All existing information can be included, plus text-only portions (ie: script). Just not very decorative. LOL

If you want to have something a bit more like side-by-side, you could create a script that does this rather easily. But not entirely editable without a lot of programming, and there could be conflict when submitting at the end of the call.

If, however, you require the original client data, editable just like it should be, and a script with all the functionality that the script has ... that could be created as an 'alternate agent screen', but would be a bit more expensive to develop than just a script.