Hi there 👋

together we can discuss new ideas, suggestions and solve issues to make our service even better for you. How would you rate your experience?

Changelog

together we can discuss new ideas, suggestions and solve issues to make our service even better for you.

together we can discuss new ideas, suggestions and solve issues to make our service even better for you.

Under Review

Contacts (Clients / Prospects / Employees / Introducers)

katherinewoolley

Add the ability to add individual client plans when adding a case under a Joint Client.

a year ago

deleted1223

a year ago (edited)

zoecoxon

Hi Katherine, thanks for raising this! I have passed this across to the developers to look into for you.

4 months ago

zoecoxon

marked this post as Under Review

4 months ago