Folders within a client's profile

The ability to create folders within the client’s profile for ease of use. For example, within the client’s “files” tab, I could have a folder labeled “insurance”, “contacts”, or “session images”, and within those folders, I can upload the necessary files, versus having to sift through hundreds of files per client to find one file. Too time-consuming.

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Upvoters
Status

In Review

Board
💡

Feature Request

Tags

practice management

Date

14 days ago

Author

Ashley Anderson

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