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Status Completed
Categories Clients
Created by Guest
Created on Oct 18, 2022

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Client ID #'s

It would be great if we could use the "ALL" tab when searching by client id#, under the clients tab and it pulls up both active and archived clients. For example, when i try to access an archived client with client id using the "ALL" tab, it doesnt show up but then if I go to the "Archived" tab, it will show up. I think the default should automatically be to "ALL" unless you decide to change it, instead of defaulting to "Active" so that whatever your method of search, the client shows up, ie name, client id, dob, ph #, ect.
  • ADMIN RESPONSE
    Sep 9, 2024
    Archived client's ID numbers as well as their other information can now be viewed under the "All" tab. There is also a new "Customize Grid" button under the "Archived" tab where users can view other pertinent information related to their archived clients.
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