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Client Profile and Research

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https://jmp.sh/UYPTA2OB)

Status: Completed2 comments

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Comments2

  • OutsideAgents

    Team•

    Jan 13

    Hey @alfred closing this as all the issues have been completed - let us know if you need anythign else. Thanks

  • OutsideAgents

    Team•

    Feb 19, 2025

    Thanks for this.

    1. Great idea for research - we will implement this.
    2. For client imports we will correct the phone number pattern to allow “-”

    3. As far as duplicate client imports are concerned, we are currently checking email as a unique identifier, so if you try to add a client with the same email it won’t go through. If there is no email id, then unfortunately you will be able to add the client again.