It appears I can only add a client identifier to one contact? Normally each couple for tax prep I assign a client code to (so two people per code), and I can’t do this in Karbon?
If you submit a feature request, I’ll vote!
Done! But not sure how to link it here.
Two workarounds, which may not be ideal:
Add a 1 and 2 to the end of the client ID, so you know they are the same "client", 1 of 2 and 2 of 2, and if you sort or filter, they'll always be beside each other.
Create a Client Group, add them both as members and give the Client Group the ID
I hope that helps 🙂
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