 mac4jc
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| Joined: 21 May 2008 |
| Total Posts: 9 |
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Making appointment for clients from their client file screen.
Posted: 02 Jul 2012 09:22 AM |
Hi,
I was wondering if it would be possible to make appointments for client from the client file. Example. I call a client for follow up and the client wants to come in for a parenting class or appointment for options counseling again. I am in the client file because I have to use that to get to her phone number and I have to write a correspondance that I has talked with her. Then I have to get out of her file and go to new appoints or resources in the scheduler to make an appointment. Its seems like it would be smoother if I could get to the scheduler from the client file. Possible?
Thanks,
Midge |
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Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Making appointment for clients from their client file screen.
Posted: 02 Jul 2012 09:28 AM |
Hi Midge,
That is a great idea! Would you just want a link to "Add New Appointment" over on the left side task pane within the client file?
Regards,
Amy |
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mac4jc
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| Joined: 21 May 2008 |
| Total Posts: 9 |
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Re: Making appointment for clients from their client file screen.
Posted: 02 Jul 2012 09:53 AM |
Yes that would be great!
Thanks,
Midge |
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Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Making appointment for clients from their client file screen.
Posted: 02 Jul 2012 09:54 AM |
Hi Midge,
Thanks for clarifying. We will add this to our list of feature requests for a future enhancement of the software. We appreciate your feedback!
Regards,
Amy |
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