Linked Client Files

  • 1
  • Idea
  • Updated 3 years ago
I would like to have the option of running all of your existing reports in relation only to those clients who are LINKED to another client file. This is because we work with a lot of companies who pay for their employees' appointments. These employees are set up as client files linked to an Employer Client file. I would like to be able to run reports on only those clients linked to a particular employer.  Thanks, Joanna
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Joanna

  • 47 Posts
  • 12 Reply Likes

Posted 3 years ago

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