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Showing 2 of 205
21
VOTE
Ability to restrict user access to sensitive/confidential clients
To prevent access to sensitive information where there is additional client confidentiality required.
Grant Middleton over 1 year ago
in
Creating Clients
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Editing Clients
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Practice Management
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VOTE
Ability to update the client status
Currently unable to switch between a non-client and client status, and unable to mark clients as dissolved, former client etc. Not sure why this was ever removed but support confirmed it wasn't currently available?
Kelly Scutt 9 months ago
in
Editing Clients
2
In Discovery
