Extended

These users have access to most functionality in Curanotis, except user administration and setup.

Add a new client
Add a Scheduled Interaction for a Client
Add an associated contact
Create a follow-up request
Create a shortcut to Curanotis [Android]
Create a shortcut to Curanotis [iOS]
Edit a client's address
Edit a client's email address or phone number
Edit an existing contact association
Find a client
Follow-Up Requests
Interactive Query
Interactive Query - Export to Excel or Word
Interactive Query - Filter by Viewer
Interactive Query - Filtering
Interactive Query - Grouping
Interactive Query - Reorder Columns
Interactive Query - Resize or Hide Columns
Interactive Query - Saving and Loading
Recent Interactions