We recently released a feature that will allow users to create a professional and have the professional linked to multiple entities.
Instead of having the entity listed as a field on the professional record, there is now an entities tab on the professional record where the associations can be managed.
When creating a license for a professional:
- if there’s only 1 entity associated to the professional, the license record will populate with the professional name and that entity name
- if there are multiple entities associated to the professional, the license record will populate with the professional name and will have a required entity field
The professional list page will also show the entity associations.