Add client description field
Can we add a description field to the contact card for general client information all in one place?
13
votes
Tracy
shared this idea
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Tracy commented
please add next to client name at the top of the page and display for all household members
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Nate Starkey commented
High Recommend this feature so that when clients call in/walk in, are team can view a brief personal description of the client (what they like, stories, notes, important info, etc.)