We use a card for each client. We assign the client to a particular loan officer. I have coordinated a cover color for each loan officer, but the names on the cards are so small, its harder to read them for a quick scan. I know you can do a search of the cards, but I was wondering if there was a way to write on the cover themselves. If I change the cover color to full mode instead of short mode, it removed the labels, alerts and due date from the front view of the cards. I know I am asking a lot, but is there a way to write on the cover of the cards? Right now I am make a PNG of the color with each clients name and uploading it as the cover but that is time consuming and a pain.
