Ability to set a custom template for adding a new Contact | Voters

Ability to set a custom template for adding a new Contact

planned

Tia

Instead of seeing default fields and having to add our own custom fields each time we add a new contact, it would be great if we could decide the template that appears.

Created by Taylor Vander Well

September 5, 2023

Mirko Jons

Possibility to set your own Contact Categories, potentially through a list with preset values.
Possibility to erase current Contact Categories that are hardcoded into StoriiCare
Possibility to create a Payer upon creation of a "Payer" contact to streamline that process.

Marcie Jones

Yes, please!

Taylor Vander Well

marked this post as

planned