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Under review

Add a client identification field

k taylor 5 years ago in Client Module • updated by Lisa Izzo 5 years ago • 1

I track how many inquiries we receive and clients served through our client identifier: First Initial, Second Intitial, next number in spread sheet...ie: yesterday the inquiry JF9171 was added to my CRM.

Under review
Lisa Izzo 5 years ago

Thank you for your suggestion. We continue to review all enhancement requests regularly, and we will update the status of this one as we review it, evaluate it for its value to all our clients, and then determine the timeline for implementation if we move forward with it.

Customer support service by UserEcho