I think I may have mentioned this before. I have added dependents to the joint client view. When I click on the dropdown bar, they do not appear for the individual client. I have been adding them three times. Is it possible when adding to the joint client they could show in the individual also, or do I have to add them three times?
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Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 3 years ago

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

valeriehoban
Get notified by email when there are changes.