It would be helpful if there was an option to add new clients when creating a new circle. E.g. the same way you’d be able to create 2 x client records when previously completing a joint record. Otherwise it’s having to be done via 2 x new client records, then adding to the circle.
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Accepting Feedback
Feature Request
Circles
10 months ago

Robyn Mackenzie
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Accepting Feedback
Feature Request
Circles
10 months ago

Robyn Mackenzie
Get notified by email when there are changes.