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Reminders for a Client

Wish List Reminders for a Client
24
11 years ago
Jason
completed0

I would love to be able to add reminders and then tie them back to a client so I can see what I need to do for that client.

Related Ideas

Custom Client Fields

completed11 years agoI would love to have the ability to add custom fields for clients in my system as well as customize the fields displayed on the client list. It would ...Read more Custom Client Fields

Preferred Phone Number for a Client

completed10 years agoI noticed that if the client only has a cell phone and you list it in the mobile phone field when setting them up, no phone number appears on the mast...Read more Preferred Phone Number for a Client

Allow clients to view Documents tab from client registration portal

open5 years agoI want a Documents tab available to the clients when they log onto their account. This would be very helpful to have all their homework & in...Read more Allow clients to view Documents tab from client registration portal
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