When setting up a client, a key piece of information is the date of birth. It would be useful if this can be pasted in, having been copied from another source. Same thing with plan inception dates, and under agency from dates. Currently, in seems that all dates need to be manually typed in.
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Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 2 years ago

Paul Grant
Get notified by email when there are changes.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 2 years ago

Paul Grant
Get notified by email when there are changes.