Client Portal

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Caleb Harvey13h 30m
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DateDescriptionWhoDurationStatus
3 Dec 2024Parent Company Tenement Updates - Add a new field to the search table to search for parents children - When selecting a contact, set this field to a list of the contacts relationships as well as its own ID - Use this field to link through the tenements on the contact page - If not a parent company it will act as normal otherwise it will show all tenements of related contacts - Add this new relationship of records to the search when calling for a list of tenement from the client portal page - Testing has brought through manager tenements on top of the other relationships - Sort out the relationship to only include action type 1 records which is just the contacts appearing in the relationships section - SuccessCaleb Harvey3h 30minvoiced
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