Linking Important Info to Spouse
It would be great if you could add an option/button to link Important Information to the spouse. Often times, we make sure that our Important Info is the same for the whole household, so we have to copy and paste the husbands notes to the wifes. Would be helpful if you could simply select that we want them linked to eachother.
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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Anonymous commented
This would be super helpful!!
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Erin Gneiting commented
Hello! Just adding to this idea. In your release notes today you announced the option to now view "family documents" in a Contacts CRM Document Storage area. This would be so awesome if you could add a box to "show family Important Information" in the "!"/Important Info box for each client so we could view important info for both husband and wife in one box.
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Heather commented
We already have the option to copy to another contact on notes....