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.
Jo McMillan commented
Would really love this as currently having to use an external program to grab data showing primary contact information which seems crazy. Would also be good if when viewing client the primary contact had a symbol confirming primary as if none ticked its obvious.
Sonia Grant commented
this is something I am also chasing as we don't want to have to review every client manually to see who has this tick box, ticked to show who is the primary contact for the client. Really needs to be addressed. Even if it is changed from a tick box to a yes/no question, then you would be able to pull a report based on that answer. Easy fix.
Christie Maitland commented
Yes this would be great. We use other integrated software that uses primary contact but the only way we can check the data for this is to check every client which is not possible given our client base.
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.