multiple clients

I think allowing multiple clients for plans would be good, especially for mortgage plan which more than likelt have two people on the plan. this would save having to put the plans on for two seperate clients.

Area of the system
-

Please authenticate to join the conversation.

Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

Tags

Plans

Date

Over 2 years ago

Author

Beth Somerfield

Subscribe to post

Get notified by email when there are changes.