Feature Request: The client wants to have the receipts in the expenses be included when exporting the report into a PDF file
What the client wants: When exporting Expenses, the client wants to have the photos of the receipts be included in the PD...
john Agravante
over 2 years ago
in Expenses
0
Future consideration
Additional Filtering Options for "Daily Visit Report"
Sort by and filtering updates Daily Visit Report - client would like to be able to filter by multiple Territories (in the Select Territory drop down). Right now you can only select one territory per report. client would like there to be more optio...
Alex Chesnutt
almost 3 years ago
in
0
Future consideration
client provided some insight into the initiatives that HOSF and the hospice world generally are starting to ramp up on. He advised that LOS analytics are "on the radar" more than ever before - lots of investing is happening to help companies ident...
Alex Chesnutt
almost 3 years ago
in
0
Future consideration
Update or Export of Duplicate Checker Report (Accounts and Contacts)
Client needed to know more info on the duplicate checker results (when and how the records were created). The problem we’ve run in to is that the “Source” field is not visible by default within the duplicate checker itself. The only way to get it ...
Alex Chesnutt
almost 3 years ago
in Accounts & Contacts
0
Future consideration