Automated Sitting #
When Spectra assigns the automated sitting #, there is NOT an option to have the sitting # 1st and the Last Name directly after it? We organize our files by the sitting # NOT the Last Name. Can you add this option?
Dan
shared this idea
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Jim Schoonover
commented
That option is there now. We always have the automated sitting # first. When we have Spectra assign a session number, it populates the session number field with the session number and then we type the last name & first name and then hit "save". Hand typing the name in after the session number allows us to also identify the session in a more specific way if we want like 58877 wilson management group or [52144 smith grandchildren] ((Especially helpful when Mrs.Smith has had us do numerous sessions and we want to open the session we did of her grandchildren)