Set Parent Client During Setup of New Client | Feature Requests

Set Parent Client During Setup of New Client

Jacqueline L

Add the ability to set a Parent Client on the setup screen when creating a new client. The fact that you have to go back and edit the Client Info page to assign a Parent after setup is a bit tedious and ends up getting forgotten.

June 17, 2025

Brandon Holloway

PLEASEE

Mike Quesada

I'm surprise this revision hasn't been done already! Yes the way it is now doesn't make sense! Please make life easier for us.

Chelsea Marquart

YES!!!

Mary

This is a must!

Nicoh

Yes and please also add the ability to add the parent client for the mobile app.

There are plenty of times I get a call from a property manager for a tenant and need to add the tenant info but am unable to add the property management company as the parent client.

Peter Parra

Nicoh yes please, that too.