This worked. Thank you.
Another quick question.
Is there a way for us to create custom access groups?
Currently it has Manager, Client, Administrator, and Developer
We would also like to add Medical Records, Finance, Data Tracker ETC.
Search found 217 matches
- 30 Jun 2021, 21:39
- Forum: Discussion
- Topic: How to make it show balance owed?
- Replies: 3
- Views: 335
- 30 Jun 2021, 03:50
- Forum: Discussion
- Topic: How to make it show balance owed?
- Replies: 3
- Views: 335
How to make it show balance owed?
We are almost done with our case management system, but I am stuck on this last thing. As seen in the screenshots, We have a payment account. Fay-Pay is where clients can pay off their balance in installments. How would I make it calculate how much left is owed? I have included screenshots.
- 29 Jun 2021, 22:53
- Forum: Discussion
- Topic: Automate Actions - Add Record To Current Entity
- Replies: 6
- Views: 585
Re: Automate Actions - Add Record To Current Entity
Do you have any updates as to when this will be implemented?
- 17 Jun 2021, 19:14
- Forum: Discussion
- Topic: Automate Actions - Add Record To Current Entity
- Replies: 6
- Views: 585
- 10 Jun 2021, 20:38
- Forum: Discussion
- Topic: Automate Actions - Add Record To Current Entity
- Replies: 6
- Views: 585
Re: Automate Actions - Add Record To Current Entity
Also, this would work in reverse. For example, we could have an automate actions that would create a new entry both in the main as well as the sub entity. If we needed it to, the button could also only be visible using certain filters.
The benefits of this would be enormous.
The benefits of this would be enormous.
- 10 Jun 2021, 20:36
- Forum: Discussion
- Topic: Automate Actions - Add Record To Current Entity
- Replies: 6
- Views: 585
Re: Automate Actions - Add Record To Current Entity
We are using your system to create a case management system for DV Victims. Having this ability would allow us to make custom forms when certain case statuses are selected. For example, If the case status is set to Awaiting Exit Interview, the button for filling out the exit interview questions woul...
- 03 Jun 2021, 22:11
- Forum: Discussion
- Topic: Automate Actions - Add Record To Current Entity
- Replies: 6
- Views: 585
Automate Actions - Add Record To Current Entity
We are trying to replace the default add entry button with an automate actions button. Unfortunately, it doesnt let us add new records to the main entity. Is there a way to have it add new records to the main entity? If you look at the screenshot it has the add record option for the sub entity but n...