HawkSoft Integration: Client Type Defaults to Business on Import
Customer reports that when importing clients using the new HawkSoft Document (.CMSMTF) file, the 'business' checkbox is automatically selected in the import modal. This occurs even when the client should be categorized as 'personal' or 'customer'.
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Upvoters
Status
🚧 In Progress
Board
💡 Feature Request
Date
About 3 hours ago
Author
Mike Spence
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Upvoters
Status
🚧 In Progress
Board
💡 Feature Request
Date
About 3 hours ago
Author
Mike Spence
Subscribe to post
Get notified by email when there are changes.