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Make 'client status' field visible at Circle level

Feature RequestCircles

We rely on this field a lot for categorisation of our client bank, so would be useful to have it visible at Circle level.

Area of the system
Posted by Stuart Boyle ·
Status: Accepting Feedback2 comments

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Comments2

  • Tracy Holdt

    Team•

    Apr 28, 2025

    Hi @Stuart Boyle are you referring to seeing the Clients status or are you looking for the circle to have a status itself

    • Stuart Boyle

      •

      Apr 28, 2025

      Hi @Tracy Holdt - I’m referring to being able to give a Circle a status, like you can with individual accounts.