2017-08-09: Associating a Professional to Multiple Entities
We recently released a feature that will allow users to create a professional and have the professional linked to multiple entities. Instead of having the entity listed as a field on the professional record, there is now an entities tab on the professional record where the associations can be managed. When creating a license for a professional: if there's only 1 entity associated to the professional, the license record will populate with the professional name and that entity name if there are multiple entities associated to the professional, the license record will populate…Read more