The ability for us to designate, for example, a Trust record, as an associated client for an individual client would be valuable so that they could see the associated plans without having to log out and back in as the Trust client.
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Accepting Feedback
Feature Request
7 months ago

Kate FInlayson
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Accepting Feedback
Feature Request
7 months ago

Kate FInlayson
Get notified by email when there are changes.