Kristin Dougherty

Created Upcoming sessions - display in chronological order Created Notifications when tagged in comments on tasks Commented on Recurring appointmentsappears to be resolved now, thanks!Commented on Add comments to activity log on leadsI see now that there is a field for outreach notes at the very bottom of the Basic Information tab. This is pretty buried for information we need to be able to access frequently and quickly. Can it be moved to the Activity Log tab so we can see it and make additions as soon as we…Created Add comments to activity log on leads Commented on Copy/Paste in task commentsthis is not marked complete, but does now appear to be possible. Thank you!Commented on Open client profile from taskthis request is not marked complete, but this feature appears to now be possible. thanks!Created Recurring appointments Created Multiple Guardians for a Minor Created Sex assigned at birth Created Preferred name Created Open client profile from task Created Copy/Paste in task comments