Updates
- Updates to the My Clients page:
- Client records are now sorted by status and then alphabetically depending on preference
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Family records are now ungrouped and an icon will display next to child records
- Clicking a child record will display the parent in the details window
- Clicking a parent record will display the child record(s) in the details window
- Clients can now be searched by account number. Learn more
- Clients can now be searched by birthday. Learn more
- Minor bug fixes and improvements