TheraNest Ideas Portal
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Status Completed
Categories Clients & Groups
Created by Guest
Created on Sep 24, 2021

RELATED IDEAS

Report on or print prospective clients list

Allow me to run a report or print the list of prospective clients.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    The Prospective Clients list can now be exported to a PDF or CSV.
  • Attach files
  • Guest
    Reply
    |     Jun 1, 2023
    Please add ability to sort & print the prospective client list - this would be so helpful for so many reasons.
  • Guest
    Reply
    |     Nov 9, 2022
    Allow me to print or download the prospective clients list.
  • Guest
    Reply
    |     Sep 23, 2021
    We would like to be able to create a report that we can run to show all of the potential clients and contact info.