Reminders when a profile is not complete
The customer data base offers large options but the receptionists or users forget to update valuable data. when the client pays, would be great to get a pop up window reminding what fields have yet to be filled such as emails etc
For some reason, some of our client info did not switch over, and now we are missing a lot of client addresses. We like to send Thank You cards to our clients but can't if we do not have their address. A prompt that tells us what information is missing in individual client profiles would be great.