Both a preferred first name or the reference number from your source integration can now be used to search for a client in Instinctive Notes Web.
Client search now provides better results.
Clients are sorted by their preferred first name if one is recorded.
The external reference number and the clients email address are now included in the list of clients to make identification easier.
When merging a client more information is included in the merge list, including the external reference number, email and birth date, to allow easier identification of the correct merge client.