in the 'update basic details' dialogue from the client screen, there is some unusual labelling/answers for questions. E, 'Is this person married to their partner' True/False. I'd expect Yes/No.
Similarly, is this person deceased - true/false. Yes no would be more intuitive.
Under contact & preferences, I find the toggles non-intuitive, effectively double negatives.
Do not contact by post - false. You have to really think about it to know what this means.
I suggest 'contact by post - yes/no' would be considerably more intuitive.
Please authenticate to join the conversation.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 2 years ago

Nick Smith
Get notified by email when there are changes.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 2 years ago

Nick Smith
Get notified by email when there are changes.