It would be great if the new core info tab that has been added showed the 2 clients at once side by side when viewing a joint client instead of the toggle.
Please authenticate to join the conversation.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 3 years ago

kevinmccarthy
Get notified by email when there are changes.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 3 years ago

kevinmccarthy
Get notified by email when there are changes.