Practice Manager - 'Sticky Note' on client home page
To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.
30
votes
Kelsea Cowell
shared this idea
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Neil Kagan
commented
I suggest being able to create a list of things to do that can't be completed immediately. For eg include an amount of RFBA before finalising STP for the year or check a general ledger entry next week. This list could pop up when the client file is opened.