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Review Dates

Feature Request

It would be great if the review date could be set against a circle rather than either individual contacts or plans.

Area of the system
Posted by Chris Page ·
Status: Accepting Feedback1 comment

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Comments1

  • Chris Page

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    Apr 1

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    Merged request

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    1 vote

    Reviews

    Would it be possible to set a review against a circle rather than individual contacts. Most of our couple treat their finances as a whole and it would be easier if a joint review case was created with an automation.