Updating Joint Clients

Valerie Hoborn asked:
I am adding details of last and next review dates. I am unable to update basic details in joint client view, I have to click on the individual client to add the dates individually for each. This was the same in the last dashboard view, however, I am sure it updated the joint client record.
Could it be possible when adding details such as last review dates there is the option to add to both clients, rather than having to add the date to each client individually. Or alternatively, if we could update the basic details in joint view.

Area of the system
-

Please authenticate to join the conversation.

Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Contacts (Clients / Prospects / Employees / Introducers)

Date

Over 3 years ago

Author

Elizabeth Potter

Subscribe to post

Get notified by email when there are changes.