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Status Duplicate
Categories Practice Management
Created by JAYNE PERRY
Created on Dec 9, 2023

Duplication of Information in Information and Contact Tabs

It would be very useful if the Contact tab and information tab were synced so you do not have to manually add name, address, UTR etc twice for individuals.

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  • Admin
    Rob Millen
    Reply
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    Feb 15, 2024

    This matches an existing Ideas submitted here: https://elements.ideas.aha.io/ideas/ELI-I-234

    Please add votes or comments here, thank you

  • Admin
    Rob Millen
    Reply
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    Dec 12, 2023

    Thanks for logging this Jayne... the team are currently discussing the best way to remove this pain point, perhaps by providing a "copy from" button, or perhaps assuming the data should be duplicated unless the user consciously overrides it... other ideas welcome