client reports need more details
Client Reports, such as [CLNT-106] Client Service Notes or [CLNT-102] Client History, need details about expenses and notes.
2
votes
Arthur Warmoth
shared this idea
Thank you for your feedback. We are currently reviewing this request.
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Kenyetta Boone
commented
Would love it if Clarity could preserve the formatting when running a report to PRINT the NOTES screen, it would be much easier to read the notes once printed if the formatting was saved, currently it jumbles the notes into a paragraph ignoring all the bullets, bold words, spacing, etc.