CenterPiece Discussions  > Feature Requests  > Client Relationship Feature  
Previous Thread :: Next Thread 
 Author Thread: Client Relationship Feature
Gina is not online. Last active: 4/19/2011 4:28:13 PM Gina
Top 25 Poster
Joined: 12 Jan 2006
Total Posts: 93
 
Client Relationship Feature
Posted: 19 Dec 2009 09:47 AM
As a convenience feature for charting, is it possible when entering a Client's Relationship, say for a boyfriend that it could automatically update the boyfriend's file relationship as well?

Like the zip code concept in the Client file updates the zip code in the case file.

Thanks,
Gina
ashleighg is not online. Last active: 12/12/2024 7:15:04 PM ashleighg
www.ekyros.com
Top 25 Poster
Forum Moderator
Joined: 01 Mar 2009
Total Posts: 1082
 
Re: Client Relationship Feature
Posted: 19 Dec 2009 10:54 PM
Gina,

You are amazing! Thank you for always providing such amazing feedback. I will pass your suggestion along to our development team of auto-updating the subsequent file's relationship tab as well. Thanks for the great ideas, have a very Merry and BLESSED Christmas!!

Grateful,
AshleighCool
Gina is not online. Last active: 4/19/2011 4:28:13 PM Gina
Top 25 Poster
Joined: 12 Jan 2006
Total Posts: 93
 
Re: Client Relationship Feature
Posted: 22 Dec 2009 01:56 PM
I wish I could take full credit for this great Idea, however I cannot. We have a great team! I will pass the complements on
Gina
Previous Thread :: Next Thread 
Page 1 of 1
 
Forums  > CenterPiece Discussions  > Feature Requests  > Client Relationship Feature