The import template has a set number of columns. Are there any plans to expand its functionality so that it's possible to use it to import data into custom fields? This would be useful when migrating data from another source into Elements.
NiNo's & UTRs should be on the first page when adding a new client
NiNo's & UTRs should be on the first page when adding a new client rather than having to create the client and then go back through the tabs to then re add these pieces of info which are required for most individuals.
Parkers Accountancy
11 months ago
in Creating Clients
0
In Discovery
