Customising Single Customer Overview page

It would be really useful to be able to add/modify visible data about individual customer on the overview page. Currently you can see contact info but being able to include info like NDIS # and plan manager email would be super useful.

Having to go into edit mode all the time to see this data is a little annoying.

I’d add a screenshot, but that would look pretty ugly once I black out all the client data.


Hello Brett,

Thank you for the feedback. I will share this with the development team for consideration.