They were wanting a way to see the client balance when checking in the client for daycare. They did not want to have to navigate to their specific page in order to see if they have a balance on their account or not.
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TJennifer wanted a way to send out New Client Registers auto-responders for when she manually creates clients.
The client was wanting a way to add in extra spaces and not have it throw off a search. For example, if they typed Test (sp) (sp) and then clicked search, it would not show clients who just had a name of Test.
So again, the client was wanting the extra spaces to be stripped.
Rather than just showing that a message was sent, it would be nice to see the actual message itself.
So again, they were wanting a way to view the contents of a message after it was already sent to a client.
Please change (or allow the client to specify) the date format to be used in
Canada. Yyyymmdd is more clear/sortable especially on extracts.
The current date format is not the standard used by most corporiations and
is exceptionally confusing.
For example on the DOB for dogs.. I get multiple dogs a week where people
have misordered the month and day. a popup for selection of DoB would help
for this scenario.
I would like to have a trigger that sends an email when I add a document to a customer’s profile.
If they are going to get notified that a document was added, then it would probably make sense to allow them to see those added documents from their account on the CRP as well. So I will add that request in for them as well.
A way to keep basic statistics easily on a class.
e.g. number of student slots, number of slots attended. (.e.g if there are
6 students for a 6 week class. number of slots is 36 and I can just count up
based on the paper attendance how many were attended so I can start
understaind what time slots are better attended/ days of week and so on.
I would like the ability to click on the alerts when logged into
the system to have them take us directly to the client, dog or class that the
alert was trigger for.
I would love it if the private training session options for clients could be tiered into categories like the classes. The class type line up with the bars is so much easier to navigate, clean and easy on the eyes.
Wanted to add a double booked feature for boarding locations to the wish list. If they attempted to double book a client for the same location, instructor, and time, then it would give the user a warning message.