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Owner of dependants

Feature RequestContacts (Clients / Prospects / Employees / Introducers)

Adding dependants to a joint client means that they are not shown under the single client. When adding, could you not show the owner of the record so that if one of the joint clients has a child from a previous relationship, these are shown under him/her.

Posted by kevinmccarthy ·
Status: Rejected1 comment

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Comments1

  • valeriehoban

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    Jul 2

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    Merged request

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    1 vote

    Dependents

    I think I may have mentioned this before. I have added dependents to the joint client view. When I click on the dropdown bar, they do not appear for the individual client. I have been adding them three times. Is it possible when adding to the joint client they could show in the individual also, or do I have to add them three times?