Central lead / service collection area

Greg Havlakk had the idea to have a centralized location in one of our applications where a customer can enter in all people and then designate where their information should go and what service to assign them.

 

Example:

Smith Family

Bill, June, Marj, Sally

Bill & June want Eaftercare, but Mark & sally do not

All should go to Passare & PLD

It would be great if it looked like the current page of Circle of Friends in OA, but add the info below.

Ability to copy one person's info to another

Identify families / relatives

Do they have a contract?

AAF designation

 

Please contact Greg for a clearer vision of this idea.  He has chatted with Kyle, Jessie, and Taylor Stokes.


Technical Note: Change eaftercare to say Family & Friends and add a checkbox to add person to Circle of Friends.

  • Guest
  • Aug 30 2018
  • Planned
I need it... Yesterday (let's go already)
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  • Jessie Martin commented
    September 17, 2018 19:11

    This was submitted by Jessie Martin.