Client Warning
Jill
I'd like to add an alert pop-up at the top of the client screen that says to look at the notes. Add a box or button to activate it?
I have a big screen and still the notes fall below my main view. So few of my clients have notes that are important that I rarely reference them automatically.
I need it for things like job site hour restrictions. Dog warning. Gate codes for access. Don't service this client. Go to office before going to resident's unit. Etc.
Moises Tavarez
Absolutely this feature is a must have!
L
Lisa
Would be very helpful! We have made tags but gets overlooked.
Diane Temmen
I made a client tag "See Notes", but this doesn't help if I'm in an invoice and the notes are telling how the customer wants to pay/be invoiced/etc.
Diane Temmen
Also, the I-pad app doesn't display the tags. :(
Not very helpful to my techs in the field!