Search found 217 matches

by s980845
30 Jun 2021, 21:39
Forum: Discussion
Topic: How to make it show balance owed?
Replies: 3
Views: 335

Re: How to make it show balance owed?

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.
by s980845
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.
by s980845
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?
by s980845
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.
by s980845
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...
by s980845
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...