Champ Software Sales Force Portal for Aha
Default Pay Source on activities to blank
This would help eliminate billing errors that happen due to the system pre-selecting the client's primary subscriber as pay source, especially for services that are not billable.
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Jun 8 2017
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Lock down default subscriber (pay source) in activty, so that user creating activity can't change pay source
Make Pay Source required on activities
Allow One Activity including services and supplies for different pay sources
Add active cost center
Change Supply Tab label to "Ancillary Services/Supplies"
Add a Retro option at the Subscriber level for Clients
Show Pay Source phone number on Subscriber Tab
Allow agency-level choice for auto-filling activity fields