General Ideas for DaySmart Products


(Master) Flag a request that is creating a new client account so the Employee knows when viewing the Request

Internal Request Noticed that I have 3 Chloes, and while cloning Chloe is the thing mankind could do, I think we are going to make issues with multiple clients without having a merge function. An email miss typed or another item being different is going to create a whole new client profile. Having a popup say that it's creating a new account, or an icon on Modal would probably help reduce this. I know WInform has merge, but RA and Cloud will definitely get extras without it. And I can see people having problems with this since we can't change a client on a closed ticket. They would have to remake it.. ouch.
  • DaySmart Software
  • Feb 27 2015
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