Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

Harlan Higginbotham

My feedback

1 result found

  1. 223 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    Harlan Higginbotham commented  · 

    I have had several instances of entering client details and having the data lost because I did not save. This can happen if you are entering data and then hit the "add insurance" button or if you need to go to setup to add another referral source or if you just get sidetracked. It would be nice if there was either an autosave feature or a warning that data has not been saved.

    Harlan Higginbotham supported this idea  · 

Feedback and Knowledge Base