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Status Awaiting Prioritization
Categories Practice Management
Created by Tara Hotston
Created on May 2, 2023

Linking "contacts" to the contact details already held in "information"

Duplication of information-certainly individuals the only contact is likely to be the individual in 99% of cases. Limited companies to be able to select the information already on file to create the contact as an option rather than typing it all out again.

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    Rob Millen
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    Feb 16, 2024

    Hi Tara, we are looking at ways to solve this challenge - also see https://elements.ideas.aha.io/ideas/ELI-I-234