It'd be useful to be able to record when a client became known as vulnerable to us. So could we please have a date picker appear when Vulnerable field equals 'Yes' in client details?
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Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 2 years ago

Stuart Boyle
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 2 years ago

Stuart Boyle
Get notified by email when there are changes.