WebPT Ideas and Discovery

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Account Vs contacts when viewing activities

I have added various contacts to accounts as I learn who is at which location. Currently you can see past activities when in the account main page. It would nice if the previous activities from a particular account would carry over to the contacts associated with it. Some accounts have 10+ doctors and it would be too time-consuming to copy to each provider manually.

  • Guest
  • Jun 10 2019
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