The ability to label a client profile as a "test" user?
I created a couple of client profiles to test my workflows and see how my forms and agreements look on their end. There doesn’t seem to be a way to permanently delete them, but it would be nice to be able to filter them out or exclude them from the list of sent intake forms or from counts of agreements signed/pending.
Log in to comment and vote
No comments yet
Be the first to share your thoughts.