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"relationships" issue
Posted: 09 Feb 2016 12:24 PM |
| When we went to add a relationship in a client file today, we could not get the name to come up as we began typing, even though she already has a client file as well. Only 10 options came up for that letter, but when I checked, there should have been 16 clients whose name started with that letter. I randomly checked some other letters and similar things were happening. Any idea as to why this might be? We've been using CenterPiece for almost 10 years and I don't remember this ever happening before! Thanks! |
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Re: "relationships" issue
Posted: 09 Feb 2016 12:31 PM |
Hi Karenboots!
My suggestion would be to check the client file and make sure there is not a space BEFORE the last name "_Smith" another thing to check is if the file is marked "Active" in the lower right corner when you edit the general information (name, address, phone number, etc.) Does that make sense?
Blessings,
Ashleigh |
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Re: "relationships" issue
Posted: 09 Feb 2016 12:55 PM |
I had checked for the space, but did not look for the "inactive" designation. That worked, thank you. However, may I point out that an active client may easily have a "relationship" (i.e. sister, friend, even boyfriend) with an inactive client. I would like to see that changed in the future.
Also, as we were working with this one, we realized that she was "inactive" because she had been using our services in the past, then stopped coming (so was changed to inactive). When she resumed appointments with her current pregnancy, we never thought to change the status. DOes this "inactive" status affect anything else? Is it a possibility that this could automatically change to "active" when client visits are renewed? Not a big deal...just a convenience, I guess! |
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Re: "relationships" issue
Posted: 09 Feb 2016 01:10 PM |
Hi Karenboots,
Thank you for sharing your feedback with us, I can understand you reasons for wanting to pull active/inactive into the relationships area. I will add this to our feature request list to be considered in a future update. A file being marked "Inactive" does also affect the ability to enroll a client into a group class, as well as provide the ability to filter out via some reports if you choose (All, Active, Inactive).
I hope that helps!
Blessings,
Ashleigh |
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Re: "relationships" issue
Posted: 09 Feb 2016 01:15 PM |
| Yes, thank you! |
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