Client Reference Code Visability
Client Reference Code - it would be great if this ACTUAL field showed when viewing a clients details as opposed to having to EDIT a client to see it??
I know there is an Export Code option but why have both when could just make the Client Reference Code visable on a clients detailed page.
2
votes
Jo Bosson
shared this idea
Hi Jo, thanks for reaching out. The good news is that this is already available in XPH. When you open a client record, the Client Reference Code is shown in the top-left corner of the screen, next to the client’s name.
As this is already existing functionality, I’ve moved this idea to Existing Functionality and will be closing it for votes.
