clone a contact
Please add a cloning option, super helpful for entering spouses plus we have two departments who keep separate records so for a husband-wife we have to enter the SAME info FOUR times!
30
votes
Kelly Bugbee
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Tom Payne
commented
It's so painful and frustrating to enter similar contacts with overlapping data (last name, address, company name, etc.). A simple clone button that would do a "save as" so you could just change the few different data points--would be a life saver!