Would be good to have a section in the client details to identify which platform the client is being seen from, i.e. Rula, Headway, Alma, etc. It could help with data analysis etc.
Please authenticate to join the conversation.
In Review
Feature Request
1 day ago

Kellyanne Richmond
Get notified by email when there are changes.
In Review
Feature Request
1 day ago

Kellyanne Richmond
Get notified by email when there are changes.