Circles - Ability to create new client

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.

Area of the system
Circles

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Upvoters
Status

Accepting Feedback

Board
💡

Feature Request

Tags

Circles

Date

10 months ago

Author

Robyn Mackenzie

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