Client Staffing Updates

Previously, when updating client Engagement Partner or Engagement Manager, if the staff were marked as "Current" when updated, it would pull to the client Dashaboard/All Client Details.

Now you must create "Current" as well as select the Principal or In-Charge button. Since Engagement Partner and Principal are the same thing (Engagement Manager=In-Charge), can there be a change in future updates so it pulls automatically as opposed to having to mark as current and select button to pull to the Client Details?


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