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THNP1-I-847
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21
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Status
Future consideration
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Categories
Clients & Groups
Created by
Guest
Created on
Sep 21, 2021
RELATED IDEAS
Add referral source to prospective clients list
Search insurers when adding an insurer to a client
Assign staff members to prospective clients
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Add address to prospective clients list
Allow clients to add themselves to prospective clients list
Add "Insurance" as Relationship to Client option in Contact Log entries
Make it more obvious where to add a client's insurance
Add tag or status to prospective clients
Add insurance to prospective clients list
When adding a client to the prospective clients list, allow me to add the name of their insurance provider.
App Type
Provider App
Comments
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Votes
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