Have clients name on top of forms we complete
A client should have their name on top of the forms that we are completing so that we can confirm we are filling out the right form for the right person.
6
votes
Christi Schlaufman
shared this idea
Hey there! Closing out this idea- this was addressed by August's Connected Fields release. In case you missed it - you can autopopulate a client's name in staff-facing charts so you're sure you have the right client's documents in front of you. Here's a support article outlining how it works, and how to set it up.
