Associated client view on portal

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.

Area of the system
Client Portal

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Date

7 months ago

Author

Kate FInlayson

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