Adding dependants from a dropdown of existing contact records

To save re-keying contact information please can we add a dropdown / search field to 'add existing contact record' as a linked dependant. Currently have to write their name/DOB etc but would be better to pull that data automatically from their contact record if they're already in the database.

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Status

Accepting Feedback

Board
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Feature Request

Tags

Contacts (Clients / Prospects / Employees / Introducers)

Date

Over 2 years ago

Author

Louise Bliss

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