"Managed By" and "Sales Person Auto-Fill When Adding a New Client

Hi there,

Small changes can save a lot of clicks — and this one does exactly that. When adding a new client, the Managed By and Sales Person fields now automatically pre-fill with the currently logged-in user.

What's New:

• The Managed By field now defaults to the logged-in user when creating a new client
• The Sales Person field also pre-fills with the logged-in user automatically
• Both fields remain fully editable — you can change them to any team member at any time

How to Use It:

• Go to Clients > Add Client
• You'll notice Managed By and Sales Person are already filled in with your name
• If the client belongs to a different team member, simply update the fields before saving

Benefits:

• Eliminates repetitive manual selection for users who manage their own clients
• Reduces the chance of leaving those fields blank by accident
• Speeds up client creation, especially when adding multiple clients in a session

If you have any questions, please reach out to our team through the chat or by emailing [email protected].