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Status In Discovery
Categories Practice Management
Created by Binu Jacob
Created on Jun 1, 2024

Adding client id along with client name in individual client portal

Currently, our system displays only the client's name, making it difficult to cross-reference and locate supporting papers saved under client IDs. This often results in time-consuming searches and potential errors in document retrieval.

Proposed Solution: Modify the interface to include the client ID next to the client's name in all relevant sections of the system. This could include:

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  • Admin
    Rob Millen
    Jun 22, 2025

    Hi Binu, Ideas will typically be prioritised if/when other users add votes and comments. It would also be useful to understand where you see these IDs being useful. Thanks

  • Binu Jacob
    Jun 22, 2025

    any updates. i think this is a simple fix. asking for the display of a compulsory ite " Client ID"