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.
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Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 3 years ago

Elizabeth Potter
Get notified by email when there are changes.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 3 years ago

Elizabeth Potter
Get notified by email when there are changes.