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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jun 10, 2022

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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 TheraNest App
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  • Guest
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    |     Oct 22, 2021
    Can you have an alert that a client has a balance or refund that pops up when that client is archived?