Client notes
planned
Sadie Graham
I wish you could see the client notes in a big screen like in the old clients
S
Stephanie Parrish
There should also be a very clear client formulas box.
E
Ellen Russell
And see them while in payments too would make it easier aswell
E
Emily Stimson
yes!!
Phorest Product
Merged in a post:
updated version clients
A
Alison - Primary Correspondence Contact
client notes are not clear enough time wasting scrolling through will easily miss important notes.
Still need a landline phone number field as not everyone has mobile or email. general visual of new version is not easy to read .
Phorest Product
updated the status to
planned
Thank you for taking the time to submit feedback. We are going to be looking at improving the display of notes soon.
Phorest Product
Merged in a post:
new client page
A
Alison - Primary Correspondence Contact
not able to see notes clearly quickly enough old version much clearer easier to use
M
Maria Hefte
Agreed