Veronica Johnson
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112 votes
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Veronica Johnson
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68 votes
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Veronica Johnson
commented
After 7 years, we can delete client files. To do this, we'd like to have the ability to see archived clients in the Detailed Client report. With this ability we'd be able to sort by Last Appointment Date and delete the client file.
Veronica Johnson
supported this idea
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Allow organizations to make certain demographic data fields mandatory when a client is setting up their portal account.