Traci Bitondo
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68 votes
An error occurred while saving the comment Traci Bitondo supported this idea ·
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90 votes
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162 votes
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9 votes
An error occurred while saving the comment Traci Bitondo commented
YES! It's frustrating when they make changes to functionality that is already working perfectly! I just spent 15 minutes trying to figure out claims because I had to go into one tab and write down all of the dates and amounts and then click over to the next to match. Before I could quickly glance back and fourth.
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55 votes
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641 votes
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275 votes
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375 votes
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520 votes
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768 votes
Traci Bitondo supported this idea ·
An error occurred while saving the comment Traci Bitondo commented
this is a great idea
Currently the referral source analytics report does not include archived clients. It's difficult to get an accurate representation of which referral sources are generating the most income historically if once a client is archived that is no longer calculated into the report.