Settings and activity
9 results found
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88 votes
Jennifer Morris
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36 votesJennifer Morris
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346 votesJennifer Morris
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73 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.
Jennifer Morris
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149 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 Jennifer Morris
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214 votesJennifer Morris
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37 votesJennifer Morris
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68 votesJennifer Morris
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1 voteJennifer Morris
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Agree this is important. Allows accurate and efficient checking of the client's age when speaking with providers, preparing application forms, preparing advice strategies etc.