Settings and activity
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2 votes
Adelle Brown
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6 votesAdelle Brown
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7 votesAdelle Brown
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16 votesAdelle Brown
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2 votesAdelle Brown
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34 votesAdelle Brown
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30 votesAdelle Brown
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38 votesAdelle Brown
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4 votesAdelle Brown
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2 votesAdelle Brown
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7 votesAdelle Brown
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5 votesAdelle Brown
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12 votes
An error occurred while saving the comment Adelle Brown
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8 votesAdelle Brown
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6 votesAdelle Brown
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10 votesAdelle Brown
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13 votesAdelle Brown
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7 votesAdelle Brown
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146 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.
An error occurred while saving the comment Adelle Brown
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This is super handy for when looking at client info and seeing the age of dependent children, or as the client is moving towards pension age for future planning, and succession planning in general.
There are also other reasons, like birthdays etc.
All-in-all it is easier to see at a glance.Adelle Brown
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37 votesAdelle Brown
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In previous software I have used it will not allow you to add the same IR number to multiple clients - This would solve this problem