Nicholas Schwabe

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Recent activity by Nicholas Schwabe Recent activity Votes
  • Aggregate Daily/Weekly Time from Month View

    Answered

    We've received feedback with staff that they would like to be able to see their daily and weekly Contact totals from the Month and Week views without having to switch between the weekly, daily view...

  • Monthly View Level of Detail

    Answered

    Hi, we received some feedback from staff that the monthly view in the modernized dashboard can be very busy and crowded. Often they have many Contacts, Case Notes, and Case Data Forms each day and ...

  • Missing Summary View

    Planned

    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 ...