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David Larson

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  1. 273 votes

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    David Larson commented  · 

    Please add the ability to include/require multiple signatures for both couples and family consents.

  2. 56 votes

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    David Larson commented  · 

    Wanted to chime back in on this - If you can have 'Client Balance Due' and 'Insurance Balance Due' added as a 'Customize Grid' option, surely you can add 'Client Credit' to the list. This is as important a piece of information as the others, and it would be VERY HELPFUL to have it as an option to display in the Client list.

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    David Larson commented  · 

    Please add a sortable 'Client Credit' field to the 'All Clients' list.view in Theranest. We need a more efficient way to determine which clients have credits on their ledgers.

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  3. 10 votes

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  4. 36 votes

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    David Larson supported this idea  · 

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