Ability to create Circles and individual client records in the same window
Right now when putting a new client in Plannr, we have to add the individual records first, then either open the new records or go to Contacts > Circles > Add new to add them to a new Circle.
It would be much more fluid if the Add New > Client widget were updated to allow creating the Circle and adding relevant records to it, so we’re able to fully setup our new clients in one place.
- Area of the system
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