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15 results found
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91 votes
Wendy Litherland
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112 votesWendy Litherland
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57 votesWendy Litherland
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77 votesWendy Litherland
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289 votes
Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.
We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks
Wendy Litherland
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63 votesWendy Litherland
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155 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Wendy Litherland
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250 votesWendy Litherland
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30 votesWendy Litherland
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384 votesWendy Litherland
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81 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
Wendy Litherland
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24 votesWendy Litherland
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44 votesWendy Litherland
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14 votesWendy Litherland
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152 votesWendy Litherland
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It would be great if we could add other relationships than the following:
Director, Shareholder, Trustee, Beneficiary, Partner, Settlor, Secretary, Public Officer, Spouse, Parent Of, Child Of, Appointer, Member, Auditor, Owner.
I.e., sibling, cousin, executor, bookkeeper, employee etc - ideally we'd love to be able to use it to create a mind map of entire groups and how they are interconnected