Client portal individual plans toggle

It would be good for this to default to shpw individual plans, or give firms the option to choose the default position. Multiple clients have had to ask my why they can't see their plans on the portal, and it's because of this toggle.

Area of the system
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Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Client Portal

Date

Over 1 year ago

Author

Nick Smith

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