When clients complete an organizer, it would be helpful to be able to filter their responses. For example, it would be ideal if we were able to only see the fields actually answered by the client, and be able to disregard fields with no answer or the ones that were not required.
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Christy Najjar
This would be awesome! Right now it is very manual
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Zan Malik
How do you have a client complete an organizer? I don’t think I’ve ever seen that feature. Is it like onboarding?