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Circles....

Feature RequestCircles

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.

Posted by Celia Palmer ·
Status: Rejected2 comments

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Comments2

  • Tracy Holdt

    Team•

    Apr 28, 2025

    @Celia Palmer can you please give me information on where/how are you adding the info to a client please.
    Currently the circle pre-populates with all the names of the clients in the circle

    • Celia Palmer

      •

      Apr 29, 2025

      I added this abut 2 months ago - from memory when adding a plan and having to input the % - however this may have changed since I added this :-)