Clients

Right now, our staff are hitting a barrier/bottleneck with the forms sending functionality. Currently, sending documents in Echo must be sent all in one link. Is it possible to be able to send documents out separately to the same/different individ...

No phone numbers on calendar that can be seen without opening the file and going into the file.

When searching for clients to have a list of recent clients opened

We would like to be able to see if a client is discharged while in the search list.

Add a configuration option that allows users to select which fields are shown or hidden in the Client List. This customization would help them streamline the interface to better fit the way they work. Benefits: Allows each organization to tailor t...

Having the option to view client detail list alphabetically- vs -Im not sure what you use...

We would like to request a feature update or configuration change that enables the initial signature link to be resent to clients automatically every 24 hours until it expires. This will help ensure we collect necessary signatures as quickly as po...