Copy Address

It would be good when creating a joint client and adding address that this could then be copied and allocated to the individual clients so that the address is then shown on personal details on the joint client. It is quite a long process to add 3 addresses and 3 contact telephone numbers for one joint client.

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Upvoters
Status

Rejected

Board
💡

Feature Request

Tags

Contacts (Clients / Prospects / Employees / Introducers)

Date

About 4 years ago

Author

kevinmccarthy

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