Answered Product Enhancements

Extra Information subtab for client entities

It would be great to have the 'Extra Information' subtab available for the client entities as well as the Clients and Person basics pages. 



1 comment
  • Official comment

    Hi Keiran,

    Quick update from the Practifi Team - we can help you with this one! While this sub tab isn't delivered activated as part of the Practifi product currently, the Client Success Team can help you by cloning this page and menu item and applying it to the client entity basics page. Feel free to open up a support ticket and we can show you how to do this or do it for you. 

    Happy to hear you are utilising the 'Extra Information' tab from our last release. This was a request we'd hoped would answer a popular use case for a number of clients. 


    Comment actions Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post