David Larson
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An error occurred while saving the comment David Larson commentedWanted 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.
An error occurred while saving the comment David Larson commentedPlease 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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Please add the ability to include/require multiple signatures for both couples and family consents.