Pop ups if current profile is going to be affected by this action
Recently we entered a tenant in as a creditor and our trust accountant clicked on the 'use existing contact' not knowing that by doing this, it would affect his current profile. Our tenant then no longer had access to his portal and had to set it up again. Perhaps what would be helpful is a 'pop up' to advise the user that by clicking on this, may affect the current profile.
4
votes
Naomi Brooker
shared this idea
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Leigh Boustead commented
Would be good to have a large pin to alert to any notes on file, i.e. owner requests (owner pays all invoices) owners plumbers etc, only deal with this particular person etc. Pinned notes are too small and often overlooked.