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Settings and activity

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  1. Task list (follow-up) for staff

    7 votes

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    Waitlisted  ·  6 comments  ·  General  ·  Admin →
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    Severian Saint H. commented  · 

    Similar to the Changelog pop up

    This Notifcation can be set by management to ensure staff are notified of changes and updates that may affect them

    this notifcation feature can be set to send according to Staff roles (multiples if the notication needs to reach more internal groups.

    -Sample notes would be "Staff meeting XX/XX @ X:XX
    -Closing Procedure update: XXXX"

    Severian Saint H. supported this idea  · 

  2. Forms and Charts Reporting

    15 votes

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    7 comments  ·  General  ·  Admin →
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    Waitlisted  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

    Hey folks! This idea has a lot of different requests in the comments, but some of your needs were addressed by today's release: schedule view.


    As of today, you can now view any day's schedule from either the Front Desk or Calendar views in Dashboard. The schedule allows you to filter the day by the forms' statuses to keep track of which appointment still have incomplete forms. Learn more here and enjoy!

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    Severian Saint H. commented  · 

    A Simple Form is created to asking if client would like to join our newsletter.

    NEEDED- A report that can read field datasets from completed forms w/Associated Client or Service Provider