Shareholders and Directors
In the previous version of Practice Manager, you could display a company's directors and shareholders. Now there is no way of showing this. It would be good to be able to see this again.
Staff IAL
shared this idea
Thanks for raising this. I can understand how frustrating it is when important details like directors or shareholders aren’t where you expect them to be after an update.
The good news is that this information is still available in the new interface. It’s now managed through the Relationships section of the client record.
Here’s how to find or re enable it:
- Check the business structure: Make sure the client is set up as a Company or Limited Liability Company. Director and Shareholder relationships only appear for these structures.
- Open the Relationships section: Go into the client record and look for the Relationships area. This may be on the right hand side or under a dedicated tab, depending on your view.
- View or add relationships: From here, you can link contacts or other clients as Directors or Shareholders. If they existed before, they should have carried over, though you may need to click Add to see all available relationship types.
As this functionality is still available, I’ve marked this as Existing Functionality.
That said, I’ve passed your feedback on to our design team. It’s clear these details aren’t as visible as they once were, and we want to make sure key company information is easy to spot.
