Traci Bitondo
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68 votes
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An error occurred while saving the comment Traci Bitondo commentedYES! 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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An error occurred while saving the comment Traci Bitondo commentedthis 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.