Settings and activity
75 results found
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498 votes
An error occurred while saving the comment Sophie Guattari supported this idea ·An error occurred while saving the comment Sophie Guattari commentedSo true, as an alternative, have a report that shows duplicate clients, clients who have the same phone number, and LAST names that are very similar. If we make a typo in a last name, we have a duplicate client and there is no way to find out. Our last software had a search that said "sound like"and that was awesome to find those awkward duplicates.
The issue with all the dupe clients is that is skews the RETENTION REPORT completely and that is the pulse of the business! -
11 votes
An error occurred while saving the comment Sophie Guattari commentedCould not agree more, have 2 fields: business address and personal address, same for phone numbers: "mobile number" and "other".
It will lessen to constant duplicate profiles!! -
5 votesSophie Guattari supported this idea ·
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92 votesSophie Guattari supported this idea ·
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28 votesSophie Guattari supported this idea ·
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56 votesSophie Guattari supported this idea ·
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8 votesSophie Guattari supported this idea ·
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8 votesSophie Guattari supported this idea ·
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6 votesSophie Guattari supported this idea ·
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3 votes
An error occurred while saving the comment Sophie Guattari commentedI wholeheartedly agree! Your billing is not transparent and not equitable. It is an added expense that we "hope" has a positive effect on our business, but I am not convinced and keep wavering on whether to keep it or not.
Sophie Guattari supported this idea · -
10 votesSophie Guattari supported this idea ·
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34 votesSophie Guattari supported this idea ·
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28 votesSophie Guattari supported this idea ·
This needs to be done ASAP! We keep merging the same client profiles over and over again and since the profiles are identical we must alter one profile, save it then go back to merge and merge the 2 unnecessarily created profiles!
Please deliver ASAP it was requested 4 years ago!