Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Copy company Categories to Company officers when creating new Clients

Working on the Client on boarding process and have discovered that although I can import Officers from Companies House, once they are all created I then have to go through each one and give them the same attributes as the main company. The only way I can see to do this is to offer adding the Categories whilst creating the original company.

  • Dave Mowbray
  • Dec 5 2018
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