Can I change the name of the manager and partner fields?

The main client fields called Partner and Manager, i.e. those that appear on the new client screen and on the summary tab of the client card, can not currently be renamed (though we are looking to introduce this capability soon).

Remember that you can rename any job position including positions 1 and 2 that are automatically linked to the partner and manager fields.

You can also create any number of new client fields that hold a staff member, instructions here and you can also link these to new job positions, instructions for activating new job positions are here.

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