Is there a way a new drop-down option or custom field could be added on the New Business record to show whether it links to a new or existing client. Appears this is vital for FCA reporting and would avoid error when doing this manually.
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Accepting Feedback
Feature Request
8 months ago

Natalie Calder
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Accepting Feedback
Feature Request
8 months ago

Natalie Calder
Get notified by email when there are changes.