 abuckner
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| Joined: 20 Mar 2017 |
| Total Posts: 31 |
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Relationships in a Client File
Posted: 05 Aug 2020 08:21 AM |
We are now taking the FOB's information and entering into Ekyros. We link the files using the "relationships" tab.
I've noticed that there is no way to "edit" the relationship - you have to delete it and then add it again. Can this be changed to allow an edit? Sometimes the relationship changes or we entered it in wrong.
Thanks,
Amanda |
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Re: Relationships in a Client File
Posted: 05 Aug 2020 11:54 AM |
Hello Amanda,
Thank you for reaching out! I will be sure to record your feedback and add to our feature request list to be considered for a future update. Until then you will need to delete the existing relationship and create new with the corrected relationship. If you have any other questions or feedback please don't hesitate in reaching out. Have a GREAT day!
Blessings,
Ashleigh |
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