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THNP1-I-567
THNP1-I-567
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Status
Future consideration
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Categories
Clients & Groups
Created by
Guest
Created on
Jun 10, 2022
RELATED IDEAS
Notify me of outstanding balances
Warning when archiving a client with open cases
Remind me if client's have a credit when processing a payment
Alert for when a client has been closed for 7 years
Alert me when a duplicate client is created
Indicate if the duplicate client is due to a prospective client
Notify me when a payment is made to my client's ledger
Notify me when a client updates or deletes a credit card
Apply payments/write-offs for archived clients
Allow viewing archived client contact information
Alert me if I'm archiving a client with a balance
Alert me or warn me if I attempt to archive a client that has a balance or refund.
App Type
Provider App
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Guest
Oct 22, 2021
Can you have an alert that a client has a balance or refund that pops up when that client is archived?
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