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Clients & Groups

Showing 295 of 2013

Automatically copy address from client to insured

It would be helpful and time saving if I could poke a button to copy the address info that was entered for the client to the insured's info - perfect for when client is spouse or child of insured!
Guest about 8 years ago in Clients & Groups 10 Future consideration

Hide/Show Balance Due fields when printing Client Demographics

When printing the Client Demographics page, add a new option to hide or show the Balance Due fields. Adding this option would streamline the process of printing this page when using the printed Client Demographics for referrals.
Guest 6 months ago in Clients & Groups 0 Future consideration

Copy client's information to different client

Allow me to quickly copy a client's address or insurance to another client. Sometimes we have family members with the same address and insurance and it would be easier to copy the information than retype it.
Guest over 11 years ago in Clients & Groups 0 Future consideration

Add insured ID # as customized grid option for clients list

When viewing the list of clients, allow me to include their insured ID #.
Guest over 4 years ago in Clients & Groups 7 Future consideration

Customize default message when sharing forms

When I share new forms under the client docs, allow me to customize the message so that I don't have to change it every time.
Guest almost 6 years ago in Clients & Groups 4 Future consideration

Add client availability to prospective clients list

When adding a client to the prospective clients list, allow me to indicate which days and times they are looking for so I can quickly see who to contact when I have that date/time available.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Customize portal invite message for contacts in contact network

When I add an individual to a client's contact network, allow me to customize the portal invitation message they receive.
Guest almost 4 years ago in Clients & Groups 3 Future consideration

Automatically populate city and state with the zip code

Have the client's city and state automatically populate when I type in the zip code.
Guest almost 9 years ago in Clients & Groups 2 Future consideration

Show number of open cases when viewing the list of clients

When viewing the list of clients, allow me to see how many open cases each client has.
Rebecca Neavill about 4 years ago in Clients & Groups 5 Future consideration

Add archived client to prospective clients list

Instead of unarchiving a client and making them active, allow me to add them to the prospective clients list.
Guest about 3 years ago in Clients & Groups 3 Future consideration