person_add

Add Related Client / Partner

Search and link an existing client with their ownership share

1 Select Client
Search by Name / CIF / Account No search @if (isSearching) { } @if (selectedClient) { } @if (searchResults.length > 0) {
@for (client of searchResults; track client) {
{{ (client.displayName || '?')[0].toUpperCase() }}
{{ client.displayName }} @if (client.cifNumber) { {{ client.cifNumber }} } @if (client.officeName) { {{ client.officeName }} } @if (client.status?.value) { {{ client.status.value }} }
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}
}
@if (selectedClient) {
{{ (selectedClient.displayName || '?')[0].toUpperCase() }}
{{ selectedClient.displayName }} {{ selectedClient.cifNumber || selectedClient.accountNumber || 'N/A' }}
Selected
}
2 Ownership Share