Practice Manager | Client Report - Include primary contact
Would be great to run a report which shows the primary contact for each client. Currently no functionality to report by primary contact.
Susan Montanari commented
I have asked for this on many occasions over the past 5 years. It would be great to see this implemented.
Deb McGrice commented
Our firm would greatly benefit from this functionality
Megan Inverarity commented
Kirstie Croser commented
This feature would be greatly beneficial to our firm
Matt Rowett commented
please put this in place as it is required by our firm
Dale Beck commented
Echo Rhyl's comments below
Rhyl Opie commented
This is an essential feature when trying to integrate Contacts with third party apps that need to pull the correct set of Contact information (mobile, email, salutation) to deliver meaningful correspondence. It was also be useful to be able to bulk update to set the Primary Contact as well.