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Status Planned
Categories Practice Management
Created by Guest
Created on Nov 27, 2023

PM contacts can be used properly by more than one client record

At the moment you cannot use a contact email address on more than one client account. I've been told to log this here as apparently something this basic isn't a priority or considered a basic requirement until it gets sufficient support from the user base!

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  • Admin
    Rob Millen
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    Dec 5, 2023

    Thank you for logging this Joanna, we'll look into how we can remove this challenge as soon as possible.