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22 results found

  1. Practice Manager | Client Report - Include primary contact

    83 votes

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    submitted  ·  16 comments  ·  Practice tools  ·  Admin →
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    Christopher Sykes commented  · 

    This is extremly important when trying to export client for mail merge etc. Without it, it makes annual complian ce communication so much more time consuming that it should be.

    Christopher Sykes supported this idea  · 

  2. Practice Manager - Staff permissions for PLS/ELS Management only

    16 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Christopher Sykes shared this idea  · 
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