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Feature Requests

Client Import to include Branches
It would be useful to be able to add the client branch to the CSV import for clients. FD #11208
2
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Clients
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complete
Client Contacts: Add Button To Opt In All
At the moment in the Client Contacts page there is a button entitled Opt Out All that sets all client contacts to not receive emails. It would be a good idea to have a reverse action where all contacts could be all Opt In to emails.
4
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Clients
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complete
Email directly from Client Profile
It would be useful, when on the Client profile, we can send an email from there
2
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Clients
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complete
Client Notes > Search
It would be useful if we were able to have a search option on the client notes, so if we are looking for something specific we can find it.
2
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Clients
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complete
Client Contact Status
Can we have a status for client contacts, so we can determine which are active or inactive. Ideal statuses would be Active, Passive, Do not contact and Blacklisted.
1
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Clients
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complete
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