Clients often request a print friendly version of reports, particularly the deposit report. Most people want some type of slip that they can use when they bring cash/checks to the bank to support them in ensuring everything is accurate.
Currently, each account needs to be set up under a unique email. We sometimes have large accounts come through, and not only is this setup a lengthy manual process, but some customers do not have a unique email for us to use for each account.
Client was saying that on Tadpoles they had an incident report, but also an illness report to track symptoms and such. Was hoping PE had a similar activity. I demonstrated the Name to Face Health Check and Incident and showed her those options but...