Pre-set specific consultant information
complete
1
165453
When logged in and, for example, sending an email, I have to select my name from a drop down list of consultants. This should be set to automatically default to the consultant who is logged in. I also don't think, as an agency owner, I want consultants able to choose to send an email under a different consultant's name. This is asking for it. Can this be marked urgent as it should be set this way by default.
CentricFlow
complete
Thank you for your feedback. We are happy to let you know we have now released this feature. Details of this can be found in our release notes, https://hub.centricflow.co.uk/knowledge-base/release-notes/release-notes-15th-april-2025/ along with some of our other exciting changes.
CentricFlow
in progress
5
566538
Completely agree, we don't want or need consultants being able to send it under a different name!