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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
Status: Completed1 comment

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Comments1

  • Tracy Holdt

    Team•

    Jul 29

    Marking as completed as new fact find now released