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120 VOTE
Status Completed
Categories Clients & Groups
Created by Leroy Miller
Created on Mar 25, 2016

RELATED IDEAS

Archive button on client detail screen

Please allow archiving and unarchiving from client details rather than the client list.
App Type Provider App
  • ADMIN RESPONSE
    Aug 23, 2024
    A client can now be archived when viewing the client’s Details.
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    • Guest
      Reply
      |       Jun 5, 2020
      This would be great. the way it is now after the update it is not good.
    • Guest
      Reply
      |       Oct 19, 2019
      Yes it would be very useful to be able to archive clients from their details tab! Please add this option.
    • Guest
      Reply
      |       Oct 18, 2019
      I had this exact thought after only using the software a short time. It is such a hassle to only be able to do this from the client list. Please add an archive option to the client details.
    • Guest
      Reply
      |       Sep 3, 2019
      Would love to be able to archive the client from the details instead of exiting and searching fir the client again to archive them!
    • Guest
      Reply
      |       Jan 30, 2019
      Ability to archive from within client details page would be idea.
    • Guest
      Reply
      |       Dec 19, 2018
      Yes, yes, yes, and more yes. And add birth date in the Billing information. Eliminate the need to keep multiple screens open, and unscramble my poor brain.
    • Guest
      Reply
      |       Dec 18, 2018
      Definitely would be nice to close the case and audit file and click archive from client page rather than having to "search" the client to then archive.
    • Guest
      Reply
      |       Oct 18, 2018
      Please allow archiving and unarchiving from client details rather than the client list.
    • Guest
      Reply
      |       May 2, 2018
      yes please!
    • Guest
      Reply
      |       May 1, 2018
      Yes, to this vote
    • Guest
      Reply
      |       May 1, 2018
      I ran out of votes, but yes please!
    • Lisa Merrick
      Reply
      |       May 1, 2018
      Yes I agree!!!!
    • Guest
      Reply
      |       May 1, 2018
      This change seems like a no- brainer. Less steps = user friendliness!
    • +20