Answered Product Enhancements

360 page - identifying POA or third party contact clearly

We have customised our 360 after staff errors calling clients who have a POA or third party as priority contact. We've added extra space to cater for the Person Stage showing on the Client People grid, always. 

1st screenshot is what we have. The 2nd screenshot is what we see on the default product page. 

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  • Official comment

    Hi Sharon,

    Thanks for your submission. This looks more like a question for Practifi Support than the Ideas Space so I have created a Support Ticket with all the details and screenshots.

    Regards

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  • HI Bjorn, I was asked to add this to enhancement area.

    can we expand the number of lines for each Client person on the 360 page so that the "Person stage" can be seen?

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