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  1. 4 votes

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    Appreciate you raising this suggestion, Britney. Having the ability to move a suspended return directly to Signed could remove the need to temporarily change its suspension status.

    We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your practice, add your vote and let us know how you currently manage these returns.

    Paige Smaller supported this idea  · 
  2. 116 votes

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    Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.

    While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.

    Paige Smaller supported this idea  · 
  3. 86 votes

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    Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.

    Paige Smaller supported this idea  · 
  4. 11 votes

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     ·  3 comments  ·  Practice tools  ·  Admin →
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    Paige Smaller shared this idea  ·