Referral Slip Tracking Improvements

Mr. Brian Loebig

June 02, 2021 10:16

A major improvement on referral slip tracking in the mobile app would be to include the potential client's name on the second screen so that we don't have to click a third time to view the full referral slip to see who it was. When going back into the app to update referral statuses, it becomes a guessing game and requires NUMEROUS taps to figure out which slip is the one we need to update...

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  Riyaz

  June 03, 2021 00:40

  Good enhancement suggestion to make the flow quicker for those with many slips to process.

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