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Status Future consideration
Categories Reporting
Created by Guest
Created on Jan 18, 2023

RELATED IDEAS

Display clients as Last Name, First Name

When viewing any table that has client names, have them be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting or exporting it's easier to find the client I'm looking for.

App Type TheraNest App
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  • Presston Kennedy
    Reply
    |     Jan 12, 2023
    I am looking for a way to run reports with the clients name populated in the CSV as LAST NAME, FIRST NAME. The billing we do is always by the clients last name.
  • Presston Kennedy
    Reply
    |     Jan 12, 2023
    I am looking for a way to run reports with the clients name populated in the CSV as LAST NAME, FIRST NAME. The billing we do is always by the clients last name.
7 MERGED

Display clients as Last Name, First Name in client list

Merged
When viewing the client list, have the clients be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting by last name it's easier to find the client I'm looking for.
Guest about 3 years ago in Clients & Groups 2 Future consideration