Product Enhancements

Changes for the Create a Client/Prospect from Launcher

Users are requesting the ability to create multiple Client/Prospect People (i.e. contacts) when building the Client/Prospect (entities, households, etc.). This would allow for larger family uploads (when available), saving team members time and clicks.

There is also a request for a Client Name formatting adjustment to include the default naming formula is "LastName Household" when Entity Type Household is selected, but also an option where the Household naming convention is: "LastName, FirstName" or "LastName, FirstName (primary) & FirstName (secondary)" when there are two people in the Household.

Finally, the Users also recommend changing the Client Segment drop-down to a non-mandatory field.




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