WebPT Ideas and Discovery

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Be able to organize contacts with no account in alphabetical/chronological order

It would be helpful to have drop downs to organize contacts with no accounts in alphabetical/chronological order and in ascending/descending order while linking contacts with accounts

  • Guest
  • Dec 17 2019
  • Early Access
Referral Management / Contacts
  • Dec 23, 2019

    Admin response

    Thank you for the feedback. We can definitely improve the workflow for unassigned accounts. I'll review this with our team and see what we can do to improve the system.

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