It would be great if we could, for a client with relationship linked in Xero, if we update the manager in one client's details page, the system give us a prompt where we can tick whether we want the manager changed for the others. Just like the function XPM currently have with client's address updates. Thank you
It would be great if we could, for a client with relationship linked in Xero, if we update the manager in one client's details page, the system give us a prompt where we can tick whether we want the manager changed for the others. Just like the function XPM currently have with client's address updates. Thank you