Faster completion of organizers for returning clients – pre-populate prior answers
complete
J
Julia Dudni
This release will allow clients to roll-forward prior answers from organizers, greatly reducing the amount of time and effort to complete an organizer for a returning client.
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Support Team
complete
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Support Team
complete
New: clients can re-use prior answers in organizers
Better client experience: less time spent on data entry & organizers completed faster
Pre-fill button checks if the client completed answers to the same question before, rolling them forward.
New: clients can re-use prior answers in organizers
Better client experience: less time spent on data entry & organizers completed faster
Pre-fill button checks if the client completed answers to the same question before, rolling them forward.
Product Team
in progress
R
Ryan Elblein
Product Team: Do we know when this is set to be implemented?
Constantine Vasilakis
Ryan Elblein: we expect to ship this to the Early Access program this or next week.