When working in Circles adding info to a client, it would be good to have a drop down list of clients linked to the joint profile rather than a request for three letters to find a client, when you are actually in the profile. The current way has potential to cause errors in input to perhaps the wrong client.
Please authenticate to join the conversation.
Rejected
Feature Request
Circles
12 months ago

Celia Palmer
Get notified by email when there are changes.
Rejected
Feature Request
Circles
12 months ago

Celia Palmer
Get notified by email when there are changes.