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Hi there, I would also like to raise this as an issue we have come across when importing information into Joint client records, it doesn't feed down into the individual records. It would save another import of this information into the Individual records but if we chose to leave these fields blank in the individual record, and the clients were to separate, they are no longer attached to the Joint record for this information.
I am a new plannr user & confused as to why if I create a joint client record & want to add income, policy details etc, I cannot select if the info relates to client A, client B or is joint.
Having to input this onto the individual client is not a great work around & could lead to data not being input correctly.
Though if we use the individual records & send factfind requests, then we will need to send two & clients will be duplicating info.