Skip to Main Content
Categories Clients
Created by Guest
Created on Oct 7, 2025

Additional contacts on company record from drop down list

When adding additional contacts on a client file i.e additional directors / PSCs there is currently no way of linking them to the client unless they are signed up to other individual services.

It would be helpful if under the contacts tab this gives the option, to select an existing client from the drop down list, like when adding as secondary contact. This would create less work for clients who are directors of multiple companies but who are not the main contact.

This is specifically needed moving forward for adding IDVs numbers for PSCs and companies with multiple directors.

Also when a new person is added they then become part of the client drop down list even if no specific services are being added for the individual.

  • Attach files