Desktop Client Card

The old version had a client compete tick box. This would then remove the red flag icon from the staff columns. We use this to highlight which clients we don't have their full name, telephone and email.

Used to be able to double click notes from the history page of a Client Card and make edits without having to physically pull up the previous schedule date....now I have to go all the way back to the actual date on the booking schedule, open a preview screen and make an edit; PLEASE FIX; the way it is right now is less efficient than before!

The client screen only allows a search with phone and name. Looking via email address would be helpful as well