Client relationships creation
When adding relationships between clients you currently have to select the client and add one relationship at a time.
Rather than this, is it possible to have this system use a checkbox option instead?
that way I can link all the relationships between clients at once to save time.
For example: I want John to be a Shareholder, Director and Secretary of his company.
It would be great if I could give these to john all at once when I am setting up clients in our system.
You could have it so that further options like "shares held" are added to list of things to fill out if that checkbox is ticked.
Michael Milton
shared this idea
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