front screen
Would be really helpful for admin to have the manager listed on the first All Clients page, alongside the existing name, phone and address.
From admin perspective this would save us opening the client file each time just to check which colleague a client belongs to - this one of our main/frequent tasks and more significant to us than the other details listed.
1
vote
Joanne McInnes
shared this idea
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
