Contact Details Tab
It would be good once you have entered a clients details that you could then click on Contact Details and then click new to add that client's employer details, e.g. Mangager, however at the moment you have to save clients details, go out of their, edit the client and then go and enter the details.
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Gina Reiri
shared this idea
Hi
We are reviewing not only current but all historical feature requests.
When creating a Client, the Employer can be created within the Client Details rather than the Contact Details and Saved.
Please send any questions re the above to our Support Team by submitting a ticket or by emailing support@gensolve.com
Regards
Ann