CenterPiece Discussions  > Client Management  > Middle Initial & Delete File  
Previous Thread :: Next Thread 
 Author Thread: Middle Initial & Delete File
Delaine is not online. Last active: 11/7/2016 8:03:03 AM Delaine
Top 25 Poster
Joined: 19 Aug 2008
Total Posts: 48
 
Middle Initial & Delete File
Posted: 13 Aug 2014 09:23 AM
1. The most recent update moved the "spouse" field where the old "middle initial" field used to be. Could we reverse these. Very rarely do we have a spouse to enter for a client and it is quicker to tab down to the middle initial following the client's name instead of skipping past the spouse.

2. "Delete File" Please add an "are you sure" question to this field. I'm concerned that it might accidentally be clicked and we will lose all information.

Thanks for your consideration.
kristenp is not online. Last active: 3/18/2021 3:21:53 PM kristenp
www.ekyros.com
Top 25 Poster
Forum Moderator
Joined: 16 Jan 2013
Total Posts: 73
 
Re: Middle Initial & Delete File
Posted: 13 Aug 2014 09:37 AM
Hi Delaine,

1. I understand-thank you so much for the suggestion here and I will make sure it is presented for consideration to our team. Appreciate you bringing this to our attention. Our goal is always to make data entry as smooth a process as possible.

2. Yes, when one clicks on "Delete File" they will get a pop up box asking "Delete this item?" to which they must respond by either clicking "OK" or "Cancel".

Thanks again and Blessings on your day!

Kris Paul

http://www.ekyros.com/Pub/images/ek-logo391x100.png
Previous Thread :: Next Thread 
Page 1 of 1
 
Forums  > CenterPiece Discussions  > Client Management  > Middle Initial & Delete File