How Separate Requests work for the Client Centre
When an applicant is disabled from a Client Centre request, the information that's stored on their Person record (personal details, address and employment details) is hidden from view of the enabled applicants.
It's important to note that the Opportunity information is not.
This means that financials details such as Living Expenses, Other Incomes, Assets and Liabilities are visible to all applicants on the Opportunity.
This is because these details are shared for the application.
How is this changing?
The next release of the Client Centre will allow you to nominate whether all applicants on the opportunity can see the financial data or whether only applicants on the Client Centre request can see it.
This next enhancement will allow you to use the Client Centre in even more scenarios. We'll update Nexus News when it's live!
Visit the wiki for more information.