Answered Product Enhancements

Closed Clients removed from Interaction Tile

Would it be possible to filter out closed client households from the "Clients Last Interactions > 60 Days" tile on the At a Glance page?  If the household is closed, we will almost certainly not be reaching out to them, so we don't need to see that there has been no interaction with them.

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  • Official comment

    Hi Aimee,

    Thank you for taking the time to put through this idea. The functionality already exists, please reach out to support or Alyssa and they will be able to configure this change for you.

    Support can be reached on: success.practifi.com and log in.

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