Adding clients from within groups
Currently, we can't add clients from inside a group - we need to be on the client list page. Our process is to create a group, then create the clients, and manually add to groups. It would help to streamline processes to be able to create a client from within the group screen, and have it automatically be added to the group.
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Rhianne Carew
shared this idea
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
