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Status Released
Categories Creating Clients
Created by Parkers Accountancy
Created on May 16, 2024

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.

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    Alby Atkinson
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    Apr 25, 2025

    Hi @Guest this feature has been released on our client create user journey.


    Regards,

    Alby