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When adding factfind entries to joint clients, it's doubling the entries

Closed

Contacts (Clients / Prospects / Employees / Introducers)

tomorchard

Done this on income and expenditure pages and won't delete

2 years ago

1

lysa_heaton

changed category from "Joint" to "Contacts (Clients / Prospects / Employees / Introducers)"

2 years ago

0

tracy_holdt

This will be addressed this with our solution on Circles. Please go to this link to see more https://community.plannrcrm.com/c/event/bi-weekly-development-update-3b5c9e

3 months ago

0

tracy_holdt

marked this post as Closed

3 months ago

0