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3 results found

  1. XPM - Report on Fee from Refund Field

    20 votes

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    submitted  ·  11 comments  ·  Practice tools  ·  Admin →
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    Jo McMillan supported this idea  · 

  2. XPM - Hide Archived Contacts

    3 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Jo McMillan shared this idea  · 

  3. Practice Manager | Client Report - Include primary contact

    79 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Jo McMillan commented  · 

    Would really love this as currently having to use an external program to grab data showing primary contact information which seems crazy. Would also be good if when viewing client the primary contact had a symbol confirming primary as if none ticked its obvious.

    Jo McMillan supported this idea  ·