The Client Information Panel on the right-hand side of the Upheal interface has three sub-panels (Client Details, Default Template, Data Processing Consent), each of which can be expanded/collapsed.
By default, they are expanded, but the Client Details panel has so much information that the other panels get pushed down and out of sight.
I didn’t even know they were there for months, and had to go hunting to change client default templates when I created my own template.
Please have those three subpanels collapsed by default so all options are easily visible and accessible.
Thanks!
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In Review
Feature Request
High Priority
16 days ago

Brett Rhodes
Get notified by email when there are changes.
In Review
Feature Request
High Priority
16 days ago

Brett Rhodes
Get notified by email when there are changes.