XPM - Restore “Archive” inside Client record for Standard users
Problem: Standard users can only archive clients from "All Clients" and "Groups", but can no longer archive from the actual Client record, even though Admin users can.
Impact: This is inconsistent and adds extra steps. Standard users need to leave the client, go back to a list or group, then archive. This wastes time and the feature already exists for Admins and used to exist prior to all these changes recently implemented.
Request: Add "Archive" back to the 3-dot menu on the Client record for Standard users, so archiving is available wherever client actions are shown.
Natascha Natke
shared this idea
Hi team, pleased to share that this functionality has been reinstated and practice staff with Standard permission will now be able to archive a Client from the 3 dot menu in the top right of a Client record.🙂
Thank you for sharing on your needs and engaging with us here.
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Tania Kowalski
commented
This is a major issue and time waster for us. Especially when you have a large group to close.