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Creating Clients

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Please can clients that we add the main data for automatically be added as a contact record for the same client

Please can clients that we add the main data for automatically be added as a contact record for the same client.
Ryan Witter over 1 year ago in Creating Clients 3 Planned

Updating custom fields using import template

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.
Joe Dixon 4 months ago in Creating Clients 1 In Discovery

Not have to replicate contact info for existing clients

When setting up a client, when adding in the contact details you have to add in the same details again.
Lucy Clover over 1 year ago in Creating Clients 1 Duplicate

Additional column/ free space

We need more additional column under general information section to keep clients additional information, such as notes, log in details, etc
Rinoos Dawood about 1 year ago in Creating Clients 1 In Discovery

To pull down Directors details after creating a Limited Company

Once a Limited Company is created and you do not pull down Directors' details at the point of creation it would be good to be able to pull down a Director post creation.
Guest 10 months ago in Client Management / Creating Clients 0 Awaiting Prioritization

Key In Date of Birth

When adding a clients date of birth, why can't I just type the date in as opposed to having to find year, date and then month?
Andrew Barton about 1 year ago in Creating Clients 1 Already exists