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Quickbooks Online
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Allow saving settings from Dashboard Charts · declined
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Add user defined questions for statuses.
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auto-upload to IBY based on a filter
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Check box on Client Profile for "Divorced Parents" and another for "Single Parent" · completed
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Make scheduled communications dynamic
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Trigger for incoming SMS messages
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Add a Next Available button for Calendar Sessions and Appointments
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Add a Next Available button for Calendar Sessions and Appointments
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Be able to import ProSelect Pricelist into Studio Plus
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Report for all Loyalty Rewards for all Clients · completed
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Track inventory of goods/products · completed
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Allow merge of session records
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make it possible to sync a web form field to the client lead source field.
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Schedule phone calls on the calendar.
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Hide the Export button from Hubs if logged in user does not have Security to export
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create a write-off report with date change options
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A couple of extra custom fields · completed
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Make the YB CD Tool fill in the needed Columns (PSPA Standards) that are already at the top of the index file that Stratus creates and most
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With reports can choices made be made "sticky"