Form Icon on client profile to see if they completed it
It would be amazing to add a small icon on the client profile to know if the forms are completed or not instead of going into the clients profile looking under forms.
7
votes
Alexa Green
shared this idea
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Diesta Miller
commented
Before we could easily tell if a client had forms available by the absence of the forms button. Now we must click into forms just to realize after clicking, that no forms have been signed yet by the client. It would also be convenient to have tag options available while in the client forms pop-up window.