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
Fact-find

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Upvoters
Status

Accepting Feedback

Board
💡

Feature Request

Tags

Fact Find

Date

10 months ago

Author

Zoe Bennett

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