Could we add an option to mass update optional items in plans?
For example, in order to view individual plans in a joint client portal, you need to edit each plan to toggle the "Do you want this plan to be shown on the joint client?" option.
If I have a lot of plans, this would take a while - so instead how about inside the client options, there's a toggle to "make all their individual plans available" on a joint.
To save confusion, this toggle wouldn't even be shown unless their individual account was already part of a joint contact to keep things contextual.
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Rejected
Feature Request
Plans
Over 2 years ago

Jenni Senior
Get notified by email when there are changes.
Rejected
Feature Request
Plans
Over 2 years ago

Jenni Senior
Get notified by email when there are changes.