When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.
Guest
over 4 years ago
in Reporting
0
Future consideration
Have a centralized place for all the forms my organization uses that don't relate to a client's file. This could include dynamic forms, or documents that we need to upload such as licensing documents or insurance information for the company. It wo...
Guest
almost 4 years ago
in Notes & Cases
2
Future consideration
Opt out of chat messages when a user is deactivated
When a staff member is deactivated, a message pops up in our practice chat saying the staff member has left the conversation. Allow me to opt out of having these displayed because they clutter our chat.
2
Future consideration
