Champ Software Sales Force Portal for Aha

Client Referral Admission Report should include contact phone numbers and Client Email

Contact Screen in Client Details: Cross-Pollination: They have been
copying Mom’s record and updating it with baby’s name, Bdate, etc. By
having Baby as a Contact in Mom’s record, they get a link to baby’s record
as it should. BUT, it doesn’t carry forward the relationship and the phone
numbers when the contacts print on the Client Referral/Admission Data
report. Please add this.

 

Also if any phone numbers or email exists for the client it should be on the client admission report.

  • Champ Ideas
  • Aug 7 2017
  • Future consideration
  • Champ Ideas commented
    August 11, 2017 15:48

    Should also include subscriber information