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THNP1-I-515
THNP1-I-1418
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Status
Completed
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Categories
Notes & Cases
Created by
Leah Berry
Created on
Mar 28, 2020
RELATED IDEAS
Display client preferred name on new/edit contact log view
Filter client list by client flags
Sort client list by first name
Have the contact log on the same tab as the progress notes
Notate primary contact in client's details
Make it easier to view a client's future appointments
Add contact log entry from the agenda
Batch Statements: Add a filter to allow to sort by Archived clients vs. active clients.
View clients only I'm assigned to in client list
Add custom relationship options in contact log
Sort or filter contact log
When viewing a client's contact log, allow me to sort or filter the entries so it's easier to find specific entries I'm looking for.
App Type
Provider App
ADMIN RESPONSE
Aug 23, 2024
The contact log has been updated to allow for filtering and sorting so you can find entries more easily.
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Oct 25, 2021
It would be helpful if the contact log used a header to sort through. When I'm copying and pasting an email, all the contact info is in the first part of the wording so the preview that is available isn't useful.
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