We had some queries and required your assistance to customise :

1.       Whenever a task is created , the person who is the owner gets an email , that email subject does not show any client name , so its just a task seen , cant this have clients name as the same is chosen while task is created

2.       In activities report , we cannot filter or have a collumn with client owner , it only has activity owner , can this be worked around

3.       Want to see closed activites in the client page

Customise

1.       Policy no & Products held under client

2.       Renewal date to be updated through workflow