Reports - Client Preferences

TurnPoint has a feature to set staff preferences for clients. To go with that, we have built a reporting tool to conveniently display the client preferences.

To access this table:

• Navigate to Reports in the quick access menu 
• Select “client preferences – all"

Now you have a list of the staff your clients like and dislike

This can be amended by clicking on the client’s name and altering the preferences 

*An alternative method to setting the preferences is in the client profile, through the preferences tab