1

Copying Client Take On Information

We have quite a few related clients that have basically the same information (address, phone, email, etc.) that it would be nice if we could "copy" the client details from a current client to create a new client and just update the name and other minor differences. Or even "copy from last" when in the client take-on screen when we're setting up a new group client.  

0 comments

Please sign in to leave a comment.