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Practice Manager | Clients - Date of death field for client details

Date of death field to add in to client details would be helpful

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Valerie Dempsey shared this idea  ·   ·  Report…  ·  Admin →
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  • Alison Haughton commented  ·   ·  Report

    I add (D July 2022) to a contact name and also have a contact group for deceased clients

  • Chris SCHWARTZ commented  ·   ·  Report

    We have this as a custom field but it would be better if it was supported.
    Also date added & date archived.

  • Jean Sutherland commented  ·   ·  Report

    You can add customised fields in XPM through Business - Settings - Custom Fields

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