RELATED IDEAS
Comms record published on BM timeline
Tried the demo, created the test and they got added to BM but the comms were not captured and on the client timeline, as I would have expected them to be? If it is not recorded there, then other members of staff (who do not have BrightWorkers access) will not be able to see any of those initial onboarding details/sometimes crucial information, to get a full picture of the client and their needs.
Hi Carrie. Thanks so much for taking the time to try out the new functionality and for feeding back, It really is invaluable input that will shape the future of what BrightWorkers looks like and how it behaves. I'd love to chat thorugh your feedback if you have 10 minutes this week? Or whenever you are available. Please drop an email to stuart.pecksen@brightsg.com and we can get something booked in. Thanks