Settings and activity
9 results found
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90 votes
Jennifer Morris
shared this idea
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39 votesJennifer Morris
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357 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Jennifer Morris
supported this idea
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77 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
Jennifer Morris
supported this idea
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152 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
An error occurred while saving the comment Jennifer Morris
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246 votesJennifer Morris
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38 votesJennifer Morris
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73 votesJennifer Morris
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1 voteJennifer Morris
shared this idea
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Agree this is important. Allows accurate and efficient checking of the client's age when speaking with providers, preparing application forms, preparing advice strategies etc.