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  1. 66 votes

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    Jan Donnelly commented  · 

    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.

    Jan Donnelly supported this idea  · 
  2. 32 votes

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    Jan Donnelly shared this idea  · 
  3. 12 votes

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    Jan Donnelly supported this idea  · 
  4. 34 votes

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    Hi team, appreciate the detail of the idea and how this would make an impact for you. Currently, we don't have plans for adding the Partnership and Trust distributions sheet into the CTR.

    We're going to leave the idea open here and track interest but wanted to share an update for you all atm.

    Jan Donnelly supported this idea  · 
  5. 202 votes

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    Jan Donnelly supported this idea  ·