What does a Client Hover tell me?

Modified on Fri, 23 Jun 2023 at 04:32 PM

The Client Hover feature on fitDEGREE is designed to give you quick bits of information about your clients!

Prior to hovering your mouse over their name, you can see symbols which indicate starred memos, missing profile requirements, or debts! When you then take your mouse and hover over this client's profile you can see more specific information such as what the starred memo says, what requirements the client does not have on their profile, or the ability to view the client's debt report! You can also start a "message" with this client from the hover Screen!

This was done with the goal to make information easier to obtain at a quick glance within the admin portal!

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