Copy over info for join clients
Ability to copy over common date when making a joint client
Area of the system
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Upvoters
Status
Rejected
Board
💡
Feature Request
Tags
Contacts (Clients / Prospects / Employees / Introducers)
Date
Over 3 years ago
Author
Zarqa Liaqat
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Upvoters
Status
Rejected
Board
💡
Feature Request
Tags
Contacts (Clients / Prospects / Employees / Introducers)
Date
Over 3 years ago
Author
Zarqa Liaqat
Subscribe to post
Get notified by email when there are changes.