Missing Summary View

Planned

Nicholas Schwabe

• September 18, 2025 16:33

Our manager/supervisors are reporting really missing the Summary View option in the modernized dashboard UI. It made it easy to find clients. We have also noticed appointments, case data, contacts and case notes not initially showing in the current month view in the modernized ui.

1

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  Amy H

  • September 19, 2025 12:42

  Hi Nicholas, thank you for your feedback! We've forwarded your comment to our development team. 

  0

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