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 Author Thread: Client Relationship Feature
Gina is not online. Last active: 4/19/2011 4:28:13 PM Gina
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Joined: 12 Jan 2006
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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: 9/13/2024 5:51:58 PM ashleighg
www.ekyros.com
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Joined: 01 Mar 2009
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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
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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
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