Hi
I deal with the finances for my company and something that I would find useful is on the preview screen when you search for a customer, it comes up with Introducer (Negotiator) but doesn't show the adviser dealing with the case.

It is very often the same person, but on occasion it isn't so I have to click in to each one to check who the adviser is on a case before paying them.

I would find it useful if the adviser was listed either instead of or in addition to the Introducer on the preview page.