March 3rd, 2025
Improved
Hey everyone, just a little note to say that we’ve released the ability to see the legacy client data from within a circle, if we made the circle for you when Circles was released.
We’re starting the next phase of development here where we’re going to give you a new home for the data that you previously recorded against a joint client but in the meantime we’ve added the joint client to both the personal details widget on the circle’s dashboard and the “core info” tab under Personal Details.
You can see this in action here: