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Please return zip to case form Posted: 27 Jan 2011 10:28 AM |
I noticed that the zip code is not automatically transfered from the new file form to the new case form anymore. I would really like that put back ~ anything I don't have to re-enter is a great help.
I would also appreciate the ability to carry the counselor/volunteer from screen to screen w/o having to type in the name each time. That would be a wonderful time saver.
I like the new release, it's taken a while to get used to it, but having the choices on the side is faster.
Thanks,
~georgia |
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Re: Please return zip to case form Posted: 27 Jan 2011 10:39 AM |
Georgia,
GREAT suggestions! I will add your suggestions to our feature request list. Thank you for taking the time to share your ideas with us and for the positive feedback. I am so happy that you are benefiting from the task pane view. Have a GREAT day!
Blessings,
Ashleigh |
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christij
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Joined: 01 Mar 2009 |
Total Posts: 69 |
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Re: Please return zip to case form Posted: 27 Jan 2011 10:43 AM |
Good Morning Georgia,
Thank you for your valuable feedback. I will send your request to development. I know the automatic zip code link is a great convenience. Thank you so much for commenting on the new enhancements. Many centers have commented about the expedited data entry. They too like the tasking open on the left margin and also the availability of the quick form. Thank you again.
Sincerely,
Christi J. |
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