The Client File Module has a new Onboarding feature: the ‘assignees’ option. With this feature, it is possible to assign clients to ‘assignees’ such as practitioners, account managers or supervisors. Notifications can also be set up so that an ‘assignee’ receives a notification when a client is assigned to him/her. In this way, it can be made clear which user is responsible for which client.
Subscribe to receive the latest Blanco news, articles and event invites.