RELATED IDEAS
Client Demographics Page
Create a demographics page (just like in Legacy) to add the clients personal information (SS#, phone numbers, family information, dates of marriage, birth, death, etc..).
Create a demographics page (just like in Legacy) to add the clients personal information (SS#, phone numbers, family information, dates of marriage, birth, death, etc..).
Love it! Glad this is out. I think it should have a report and a number of additional fields which I have communicated to Ricky
This was a feture in legacy that was used by the staff. Very happy to hear this is in the development stage.
Yes please add the client demographics page. I was surprised to find out AgilLink didn't have it. It make thing so extremely convenient, now I have to go two or three other placed to find what I need which waste time.
Why is this not a priority? Numerous people have asked for it? This is needed.
Please, please add. This is essential.
Really would like to see a client demographics page
Yes, please add- We use this on all of our clients
please add
Please add the Client Demographics to Agillink. it makes since to have our client information in software so that when and if the client is transferred from team or out of the firm the information can be easily shared. Also, if we need someone to fill in for us they have all the pertinent information at their fingertips. Full transparency.
How is this considered Not A Priority? Do the developers realize how many times every day I go into Legacy to access client demographics for a phone number, address, social, etc? Please add!!
Yes please add. Client demographic page is very useful and frequently used.
Yes please add.
yes please!
Yes please add. Client demographic page is very useful and frequently used.
This should definitely be a priority
This is extremely helpful information to have, please add a tab in Agilink as it is highly used in DF.
This should be priority. We need this information to see.
This should be a priority.