View client flags throughout TheraNest
Allow me to view the client flags wherever the client name appears in TheraNest.
AdminSarah M
(Admin, theranest)
shared this idea
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Janelle Gray
commented
I would really like to see the flags show up on the ledger page. It would save me a lot of time. Thank you!
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Becky Budman
commented
Flags on client accounts are great. However, they should be more prominent than only the client details page, especially if they are flags related to billing and payment issues and there are multiple people working on an account. Why are they not shown throughout a client's account?
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Samantha Romine
commented
I would like to be able to see flags on clients next to wherever their name shows up so that it is more visible. You can't see the flag next to their name when you search them up immediately. You also can't see the flags on the calendar view. You can't see them on the agenda view when they are minimized. It would be nice to have more visibility. Thank you!