When updating ownership on a Fixed Asset, Liability, Investment etc, could we get an “Add from current Circle” option?
That way, the dropdown would only suggest people already in a Circle with the current client, it would be super handy for setting up joint plans quickly!
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Accepting Feedback
Feature Request
Fact Find
10 months ago

Curtis Berry
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Accepting Feedback
Feature Request
Fact Find
10 months ago

Curtis Berry
Get notified by email when there are changes.