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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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 2 years ago

Louise Bliss
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 2 years ago

Louise Bliss
Get notified by email when there are changes.