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.

Area of the system
-

Please authenticate to join the conversation.

Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Contacts (Clients / Prospects / Employees / Introducers)

Date

About 2 years ago

Author

Louise Bliss

Subscribe to post

Get notified by email when there are changes.