Add Multiple People (in a client) to a Function

From Profiler 9.11 onwards, we now support multiple “people” that might be inside a client (under the Client > People) tab to be added to a function via Client > Function.

This might be useful when a client is an organisation/business and specific people from inside the organisation are coming to the function.

When adding a client to a function on Clients > Function in the Who is Attending? field – by default the client will be set as attending. If you select the dropdown in the field, any people that you have added (from Client > People) will also be shown, and you can also select them to be added to the function.

This dropdown allows for multiple selections and you can see the tick icon on the right hand side next to each person selected.

You can then fill in the rest of the function details as needed.

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