Clients - Sync Partner and Manager from a Job with clients
If the Job has a Partner and Manager - carry this across to the client view with a notification for the Admin to check if correct. Most of the time the Partner and Manager will be the same staff as in the job. Result more streamlined for reporting purposes in client manager.
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vote
Melanie Morris
shared this idea
Hi Mel! Thanks for the suggestion - Get how this would streamline things for you. Have shared this back with the team so I'll be sure to let you know if there are any updates planned 😊
