Keep history of past billing notes in client Bill To & Insurance details
Whenever there is a change in billing we update the billing notes. The current billing notes are small and it would be nice to have a feature similar to the contact log for billing notes, so that we can keep a history and notes aren't being removed.
Guest
about 6 years ago
in Clients & Groups
2
Future consideration
Display client's first name and last name in separate columns on reports
Have the client's first name and last name appear in separate columns in reports. I export to Excel and having it in separate columns saves me a step of parsing that data.
Guest
about 6 years ago
in Reporting
3
Future consideration
When viewing the calendar for a specific day and clicking the "New Appointment" button, have the appointment appear for the day I am viewing rather than defaulting to the current (today's) date.
2
Future consideration
