Archive button on client detail screen
Please allow archiving and unarchiving from client details rather than the client list.
Leroy Miller
shared this idea
A client can now be archived when viewing the client’s Details.
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Bill Rogers (1007)
commented
This would be great. the way it is now after the update it is not good.
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Kristi Ottis commented
Yes it would be very useful to be able to archive clients from their details tab! Please add this option.
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Kellie Yosko
commented
I had this exact thought after only using the software a short time. It is such a hassle to only be able to do this from the client list. Please add an archive option to the client details.
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Katy Childs
commented
Would love to be able to archive the client from the details instead of exiting and searching fir the client again to archive them!
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Aaron Dodini
commented
Ability to archive from within client details page would be idea.
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Charlene Whetstone
commented
Yes, yes, yes, and more yes. And add birth date in the Billing information. Eliminate the need to keep multiple screens open, and unscramble my poor brain.
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Connie Supernault
commented
Definitely would be nice to close the case and audit file and click archive from client page rather than having to "search" the client to then archive.
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Stevanie Smith
commented
Please allow archiving and unarchiving from client details rather than the client list.
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Jane Johnson Wall
commented
yes please!
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Jan Joe
commented
Yes, to this vote
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Charlene Whetstone
commented
I ran out of votes, but yes please!
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Lisa Merrick
commented
Yes I agree!!!!
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Amy Colangelo
commented
This change seems like a no- brainer. Less steps = user friendliness!