Client Manager Default Add

Hi!  It would be great if we could set a default to add new client information to the Client Management records instead of clicking "Yes, Add It" every time.  Could this option be added in Account Management, perhaps?  An "Always Add Client Info" toggle?

Thank you!



1 comment
  • Official comment

    Hi Marty, 

    Thank you for this feedback! I definitely see why having a setting like this would be a nice add-on to the Client Management feature. I have added this request to our product team to consider against our current roadmap. 


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