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It would be a real time saver if we could choose to have specific fields pre-populate when we add our Personal Indexes to a client folder. Since we already create the fields for those Indexes, why can't we also have the system pull the information for a few chosen fields from CRM?
Even better would be to have it do so on the Folder level and have it copy down to all the docs in that folder.133 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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