Jenna

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  1. 11 votes
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    0 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
    Jenna supported this idea  · 
  2. 55 votes
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    3 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Jenna commented  · 

    When a client's spouse is deceased it doesn't indicate that on the personal profile form. Is the only way for us to not have it print on the profile form to delete the relationship? We wouldn't want to do that for some clients, but we don't want their information showing up on the profile form the way that it does. Any solutions? Can we have an option for what we show on the form each time?

    Jenna supported this idea  · 

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