Barbara Zwerdling-Rothschild
My feedback
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22 votes
An error occurred while saving the comment Barbara Zwerdling-Rothschild
supported this idea
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33 votes
An error occurred while saving the comment Barbara Zwerdling-Rothschild
commented
Yes yes yes - we should be able to see instantly, on the client portal page, who has been INVITED and who has SIGNED UP. And the software should automatically prevent us from inviting a client more than once, unless we specifically say, PLEASE SEND A FOLLOW UP INVITATION, or something to that effect. Otherwise, we do risk embarrassing ourselves and looking unprofessional, as others have pointed out.
Yes, we can download a spreadsheet showing the history of who's been invited, but that's a cumbersome way to keep track of things!
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40 votesBarbara Zwerdling-Rothschild
supported this idea
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When we're working in the Agenda, and we need to go into an individual client's entry, the system kicks us out of Agenda - we have to go back to the menu bar all over again, to get back to Agenda. You should have a feature that allows us to STAY ON THE AGENDA page on which we were working. Believe it or not, we waste valuable time otherwise navigating back and forth in and out of Agenda