Product Enhancements

Past relationships

Where a contact and partner separate, we want to keep record that the relationship previously existed. Similarly, for other roles, such as an accountant or SMSF administrator, we need to distinguish between current and past. 

The End Date on the record could signify that the relationship is over and, maybe even trigger a prompt, "Do you wish to change the relationship to "former xxx?" The record would move (out of Client People or from active relationships) to a "past" relationships grid below the active relationships.






Please sign in to leave a comment.

Didn't find what you were looking for?

New post