"Add from current Circle"

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!

Area of the system
Fact-find, Clients, Client Portal

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Upvoters
Status

Accepting Feedback

Board
💡

Feature Request

Tags

Fact Find

Date

7 months ago

Author

Curtis Berry

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