Make it easier to delete a client
When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.
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AdminSarah M
(Admin, theranest)
shared this idea
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Amy Vitacolonna commented
I would like to delete clients due to the law of only requiring files for 5 years. However, it seems very cumbersome to delete. Is there an easier way? If not, can I please make a suggestion to allow deleting files easier. Deleting files decreases liability.