Greg Havlakk had the idea to have a centralized location in one of our applications where a customer can enter in all people and then designate where their information should go and what service to assign them.
Bill, June, Marj, Sally
Bill & June want Eaftercare, but Mark & sally do not
All should go to Passare & PLD
It would be great if it looked like the current page of Circle of Friends in OA, but add the info below.
Ability to copy one person's info to another
Identify families / relatives
Do they have a contract?
Please contact Greg for a clearer vision of this idea. He has chatted with Kyle, Jessie, and Taylor Stokes.
Technical Note: Change eaftercare to say Family & Friends and add a checkbox to add person to Circle of Friends.
|I need it...||Yesterday (let's go already)|