Settings and activity
4 results found
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197 votes
Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.
We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.
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Jan Donnelly
supported this idea
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155 votes
Hi everyone, we appreciate all the attention and interest this idea has received. This has not gone unnoticed and our product team understand the importance of these estimates for practices.
There is a bit of complexity involved in being able to achieve this, but we'd like you to know this is something our teams are looking into.
As soon as we have any updates we'll be sure to share with you all through this idea. Thanks 🕵️
Jan Donnelly
shared this idea
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25 votesJan Donnelly
supported this idea
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342 votes
Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.
Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks
Jan Donnelly
supported this idea
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We had this feature in our Practice Manager but in the recent update it has disappeared. The clients that have associates already linked are still showing. However, we cannot add any new associates to client which is very frustrating.
This is an essential feature as we have large groups with many entities and/or family members.