Please allow for clients/customers to upload PDFs on a custom form under the file attachment option. It will ONLY allow JPEg, IMGS, and other photos.

I was checking back with my admin assistant again. She was able to make “Hispanic or Latino” and “Not Hispanic or Latino” as preference choices in the Ethnicity field for Champ, however couldn’t disable the other options that are in there. Could t...

Client Details: We’ve noticed that a client ID can be accidentally deleted or typed over. Some staff search by client name and others by ID so we can’t always recognize when this occurs. Some ideas: 1) If the field could be locked, we could assign...

In the cost center setup you should be allowed to tie a program to the cost center. For instance Immunizations cost center should have the immunization program linked to it. So when you click the cost center it automatically populates the program....

Are you able to extend the years for the dates in the drop down feature to at least 5 years or more. Right now it is at 4 years. This is on the reminders tab for clients and can also be used to build custom tabs.

Can we add the client # to the demographics blook.

Billing and set up to allow clients a full set of fiscal management tools in their toolbox.

It would be nice if there was a query option in the "supplies" section under set-up. It would be helpful when adding new inventory. It would also be nice if this feature would auto-populate like the supplies query section does under activity detai...

Setup

On pay source set up, have an additional tab with Pay source Contact information. Contact Name, Phone Number, E-mail address.