Simplify Client Records
Simplify Client Records
Would be nice to have access to all client information on one page of their record. Instead of sorting through many different pages to find where to change phone numbers, social security, addresses, emails, birthdays etc., simply have it all available to add and edit on on singular basic client record page so it is all available in the same spot. We believe it would further simplify and speed up many processes if the information could be accessed and edited right in front of you rather than needing to be found on a separate tab.