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1. View appointment notes on agenda

   55 votes

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   14 comments  ·  TheraNest App » Calendar & Scheduling  ·  Delete…  ·  Admin →
   Carla Strawmyer supported this idea  ·  Nov 16, 2022

2. Add Client ID to all reports

   66 votes

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   22 comments  ·  TheraNest App » Reporting  ·  Delete…  ·  Admin →
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   Carla Strawmyer commented  ·  Aug 29, 2019  ·  Delete…

   Yes, adding the unique Client ID would allow you to use a VLOOKUP against any other report and the CSV downloads available. This would open up unique "adhoc" type of reporting otherwise not available.

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