Sandy Cordell

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  1. 199 votes
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    29 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  2. 361 votes
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    27 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. 33 votes
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    3 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. 93 votes
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    3 comments  ·  CRM » Memberships  ·  Flag idea as inappropriate…  ·  Admin →
    Sandy Cordell shared this idea  · 
  5. 1,146 votes
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    65 comments  ·  CRM » Family  ·  Flag idea as inappropriate…  ·  Admin →
  6. 39 votes
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    2 comments  ·  CRM » Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  7. 625 votes
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    29 comments  ·  CRM » Family  ·  Flag idea as inappropriate…  ·  Admin →
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    Sandy Cordell commented  · 

    I soooo agree. I have a case today where I need to add a business and then 3 different people, all of which will have the same address and phone. I have to retype all that data 4 times. Would be great to add the company record contact data, then client on duplicate contact record data and it prepopulated to main data.

    Sandy Cordell supported this idea  · 
  8. 9 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Sandy Cordell shared this idea  · 

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