I have been downloading detailed appointment reports to help with my bookkeeping process. The report features the clients "preferred" name, however, the client search option in the theranest interface doesn't support a search using the "preferred" name. I am requesting that either the search results support the preferred name or that the detailed report utilize the clients full name so a name can be copied from the report, pasted into the search window and the correct client is returned.
I have been downloading detailed appointment reports to help with my bookkeeping process. The report features the clients "preferred" name, however, the client search option in the theranest interface doesn't support a search using the "preferred" name. I am requesting that either the search results support the preferred name or that the detailed report utilize the clients full name so a name can be copied from the report, pasted into the search window and the correct client is returned.