Topics started by kolson

1 Topic

K
kolsonNew Decimal

Platform: Delete a client from your firm's listNew

It would be great if you could please add a button to remove a a client from your firm when they disengage just like you can to add a new client.Clients come and go often so it is alot of extra work to have to email supprt to remove one.   Thanks!

9
Dakota
1 year ago

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