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Changelog
together we can discuss new ideas, suggestions and solve issues to make our service even better for you.
Feedback
together we can discuss new ideas, suggestions and solve issues to make our service even better for you.
When linking exsiting clients to a joint profile, it would be really helpful if the system could take over: - joint address and contact numbers and not duplicate them unless different. Alos, the ability to link children to the parents if they are mum and dad or step parent or step-grandparent to the child in the sole profile, so this would feed through to all profiles and only once in the joint or load in joint and be able to say who is the parent and the capacity. It would save a clean up. Many thanks
To add to this, I would love to be able to make a Joint client directly from an Individual client's record, to reduce the number of clicks.