Circles - Ability to complete fact find information for 2 x Clients at the same time
Raising on behalf of a number of firms (who won’t use ours until fixed).
There’s no option to update a household at the same time, e.g. Joint Expenses, you can only select 1 individual.

This is currently still available under joint records (screenshot 2)

- Area of the system
Log in to comment and vote
Comments1
Tracy Holdt
Jul 29
Marking as completed as new fact find now released