Client & Site Relationship Management

New

1
  • Client-Site Relationships

    • Clients can now be associated with multiple Sites, and Sites can have multiple Clients. This supports complex multi-location and multi-stakeholder scenarios.

Improved

2
  • Client and Site panels show linked records.

  • Search indexes both Client and Site associations.

Fixed

2
  • Fixed issue where removing a client-site association didn't update the UI.

  • Fixed ordering of associations in the details panel.

Product areas:Sites