- Caresmartz360 Community
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Ideas
+4
Planned
Add "Referral Source" as a category on the left side of the screen
Allow entry of referral sources as their own category in addition to "Clients and Caregivers" so that "Referral Sources" can be accurately tracked and updated. The address book column "referral source" should be changed to "category" so that each contact in CS360 can be tagged appropriately. The column "referral source" is named incorrectly. This is important for agencies who actively market their services and build referral relationships.
Customer support service by UserEcho
We extend our sincere thanks for sharing your feature request with us. Your insights are truly appreciated. We're pleased to inform you that we're actively working on optimizing our workflow, and your suggestion aligns with our upcoming plans.
Be sure to keep an eye out for the improvements in the coming months. Your input helps us enhance our platform and better serve our valued users.
Thank you once again for being an essential part of our community!