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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jul 27, 2018

RELATED IDEAS

Dynamic Client Search Engine

it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see the list of clients.
App Type Provider App
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    • Guest
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      |       Aug 31, 2023
      Is there a way to search clients by phone number? Since many people do not leave messages, it would be helpful to be able to search who called by the phone number (both past and current clients). Is this a feature that could be added?
    • Guest
      Reply
      |       Sep 13, 2022
      It would be very helpful to be able to search in Clients (active and archived) by their Client ID rather than name.
    • Guest
      Reply
      |       Oct 6, 2021
      Yes! Would really love this capability.
    • Guest
      Reply
      |       Sep 27, 2021
      Search by client id in "Search Client" search bar across the top.
    • Guest
      Reply
      |       Jun 23, 2021
      I would like to be able to search for clients by either their client ID or their phone number. I would also like to be able to search for clients by names that are related or associated with them, like family members or emergency contacts. Thank you.
    • Guest
      Reply
      |       Mar 29, 2020
      The search works with phone numbers, but emails don't pull up clients. Dynamic search for any information in the details is a GREAT idea!
    • Guest
      Reply
      |       Nov 29, 2019
      I need to find a previous/archived Ct. by the case number. The archived list only shows the Ct. name. I need to match them up so that I can be sure I have archived the Ct. This is a very important need for our agency.
    • Guest
      Reply
      |       Dec 27, 2018
      Hello, My suggestion is to be able to enter into the search tab a phone number and it will bring up the client it is assoicated with. It will make it easier when we have a missed call or want to search by phone number. Thank you, Joanne