Staff Report with Case Load upon Staff Deactivation
When staff are manually deactivated, it would be great if the system automatically generated a report with the staff person's client list. You cannot run the canned report for the client list if the staff is deactivated. And sometimes clients are not re-assigned after staff turnover.
6
votes
Angie Evans
shared this idea
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Rae Uhde commented
This would be an amazing feature to assist with client management and data accuracy. Please make this happen.
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Anonymous
commented
This just makes sense.