Have enter key insert sentence and paragraph breaks into secure messages
When I compose a secure message, the enter key doesn't actually enter a break. If I hit the enter key once to start a new line after I send the message the new line doesn't appear. All my text runs together.
When I share a form with a client and customize the message that they receive in their email, have that message be saved to the client's contact log so I have a record of what I sent them.
Guest
about 3 years ago
in Clients & Groups
1
Future consideration
Indicate preferred contact method in prospective clients list
When adding a client to the prospective clients list, allow me to indicate how the client prefers to be contacted (i.e., home phone, cell, email) so that when I'm looking at the list I can quickly see how I should reach out to them.
Guest
over 3 years ago
in Clients & Groups
0
Future consideration
It would be helpful, particularly for juvenile clients with siblings, to have the client portals linked for siblings or being able to use the same login email for more than one account. Right now, client's parents cannot have access to both their ...