Show number of open cases when viewing the list of clients
When viewing the list of clients, allow me to see how many open cases each client has.
Rebecca Neavill
shared this idea
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Amy Santus commented
Hello
I am looking for an option to run a report that includes all closed clients but not achieved. Can you implement this option? -
Laurie Carmichael commented
It would be helpful to have an indicator in the Archived files to know whether a case has been closed or is open, but archived!
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Gabriel Snell commented
On the Clients tab, it would be really helpful to have another grid column showing the number of open cases. This would make it easier for me to tell whether I can archive a client or not. I don't want to archive a client if there's a case open, but I have to navigate all the way into their file to see that.
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AdminSarah M
(Admin, theranest)
commented
When viewing the list of archived clients, allow me to see which clients still have open cases. We have to leave a case open for a certain amount of time before we can close it, even if the client is already archived and it would be helpful if I could quickly scan the list and see which clients still had open cases.
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Wanda McInnis
commented
Would it be possible to create a color code to distinguish closed cases from opened cases in the archive list?