Skip to Main Content
TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jan 28, 2022

Add referrer to clients list

When viewing the list of active clients, allow me to customize the grid to include the referrer/referral source.
App Type TheraNest App
  • Attach files
  • Guest
    Reply
    |
    Sep 6, 2023
    We need to have a list of referral sources that can be modified and not only ARCHIVED. There is no option to open the CONTACT CARD for a referral source and add a title, agency/firm, phone and email address. It is NOT AT ALL helpful in its current version.