Ability to relate an uploaded item to client condition
To be able to when uploading for example a specialist letter to relate it with the correct condition. Some clients have numerous conditions and this would make it easier to find which letters relate to which condition.
1
vote
Trish
shared this idea
This feature is a great one and already exists.
You can upload files directly to a Client Condition by editing the Client Condition and using the Letters & Uploads tab from there (instead of from the Client Details area)
There is a tick box that you can use to ‘Show for this client condition only’.