Linked client works differently in new version
under review
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Mark Reavil
The old version displayed both linked client and mobile number.
The new version hides their telephone number with the linked client if there is one.
We don't just use linked client if it's a duplicate, we use it for client relationships etc.
Tomás de Vasconcellos
marked this post as
under review
Tomás de Vasconcellos
marked this post as
closed
Thanks for this suggestion, and apologies for the slow follow-up. We're closing it as it's been inactive with low engagement, to keep the board focused on what's most active. If it's still valuable to you, please resubmit with any updated details. It's also worth mentioning that since this post our Product had a lot of new features and improvements implemented.
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Heather Stafford
Tomás de Vasconcellos everything about linked clients needs to be different and should not be ignored. First and foremost it should not be an automatic thing and forced. It should be optional.
Tomás de Vasconcellos
Heather Stafford: Hey Heather! Could you expand on the issues that are bothering you on linked clients? I'd like to better understand what you mean to see if how and if it's something we can tackle.
H
Heather Stafford
Tomás de Vasconcellos there are many posts about linked clients and I think you can see from them that people generally do not like this feature. It is simply aggravating. We should be able to connect a parent/child or caregiver with someone but the linking and greying out of the phone numbers is too much. We should be able to have the same phone number on multiple profiles if there are these situations without it being locked down.
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Maria Hefte
Same!