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Status Duplicate
Categories Creating Clients
Created by Lucy Clover
Created on Jan 15, 2024

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Not have to replicate contact info for existing clients

When setting up a client, when adding in the contact details you have to add in the same details again.

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    Rob Millen
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    |     Feb 15, 2024

    Thanks Lucy, please feel free to add comments and votes to this duplicate idea: https://elements.ideas.aha.io/ideas/ELI-I-234

1 MERGED

Contact data syncing

Merged
It would be great if I updated a contact that is linked accross multiple clients to sync across all records. So if I have a director and I update their contact record via any client record, the changes I make in their contact file is mirrored on a...
Jenny Neale over 1 year ago in Client Management 1 Duplicate