@Pete-S Not sure if he even has a CRM setup. Often when clients like an aspect of a current implementation, telling them that you can't, that you must do it a different way isn't always met positively. They say - Yes I want the new better stuff, but I still need this old piece.
There's no CRM and no need for CRM. Just need those two bits of info in the screen shots. More is fine, but must have this info, can even be laid out different and doesn't really need smileys.