Clinicient Ideas Portal


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This portal is to capture your great ideas and improvements to the Insight platform.
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Manage Referrers

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When updating a Contacts Company the address in the contact will auto update to the New company address

Currently when you update an existing contact and choose a new company the address on the contact does not update to the new address.
about 1 year ago in Admin/Billing/Reporting / Manage Referrers 0 Future Consideration

InsightGO: Contacts/Referrers are alphabetical by last name but not first. Meaning Jones, Sherri is before Jones, David when scrolling

Contacts may be alpha by last name but not first name
about 2 years ago in Admin/Billing/Reporting / Manage Referrers 0 Future Consideration