Remove unwanted sections
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Lachlan Cox
Merged in a post:
Client details/Overview fields
G
Geoff Dickson
I would like to have the ability to pick and choose which fields appear on the "client details" and "overview" section so that I can choose only those which are relevant to my business. Currently I only use about half of the fields and I feel that rest create unnecessary clutter. Having the ability to remove those that are not needed would create a much more user friendly system. Also, more and more seem to get added, many of which are irrelevant to my needs.
Lachlan Cox
Hi there Temara,
Thanks for your idea.
Are you able to provide some example of sections that you'd like option to remove/hide?
Is this in the client details specifically or somewhere else?
Thank you, looking forward to your response.
T
Temara Willis
Lachlan Cox: Hi Coreplus
I am a family mediator so have no NDIS, medical demographics etc on the overview page. It would be great if you could hide these fields, so the page is more customised to our needs. I know I can ignore them, but it would be great if you could hide them.
Kind Regards