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  1. Practice Manager - Update multiple Client Group Details at once

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Lorraine Cooke supported this idea  · 
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    Lorraine Cooke commented  · 

    When displaying a group, previously I could copy the names of entities from this screen. Now there are just flyout menus on everything here that serve no purpose but block the screen and slow down work. Also, why am I blocked from copying the entity name here? I either have to go into each entity individually and copy the name, or, I can do a select-all and copy all the random text into notepad, and pull out the entity names. Why?

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    Lorraine Cooke commented  · 

    Would be good to update and see address for all entities in a in group, like was able to before the downgrade. Also, could update one address and then have option to see and update the others. Now to see which entities need update, need to go into each manually... making sure the name is perfect when searching, because search feature has also now been downgraded.