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Clients & Groups

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Unassign staff from client but not group

When a client is no longer attending a group, allow me to unassign a staff member from that client without unassigning them from the group.
Guest over 2 years ago in Clients & Groups 0 Future consideration

Add previous last name/maiden name field

Allow me to add a client's previous last name or maiden name to their client details.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Change default demographic fields to "Not yet selected"

When viewing a client's demographic fields, change the default from "Undefined" to "Not yet selected", because sometimes "Undefined" is an accurate description so it would be easier to differentiate between what fields a client has filled out vs. ...
Guest over 2 years ago in Clients & Groups 1 Future consideration

Generate client IDs without initials

When I click to generate an ID for a client, have it generate without the client's initials.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Indicate which country the client lives in

We service clients in different countries. Allow me to indicate in the client's details which country they live in.
Guest over 2 years ago in Clients & Groups 0 Future consideration

Add proof of identification to client details

Allow me to indicate in the client's details that they provided proof of identification.
Guest over 2 years ago in Clients & Groups 2 Future consideration

Alert me if I'm archiving a client with a balance

Alert me or warn me if I attempt to archive a client that has a balance or refund.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Add notes to contacts in contact network

Allow me to add notes about a contact in a client's contact network.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Add more options to type of residence dropdown

Under a client's "Additional Details", add more options to the "Type of Residence" dropdown such as ILF and ALF.
Guest over 2 years ago in Clients & Groups 0 Future consideration

Add form count to each case or client form

When creating a Case or Client dynamic form and viewing the tabs in the client's details or case, have a count on each tab so I can see how many times the form has been filled out.
Guest over 2 years ago in Clients & Groups 0 Future consideration