Ability to carry over client information for client group when creating new contact | Voters

Ability to carry over client information for client group when creating new contact

Meaghan Laird

When adding a new contact profile under a client group have the ability to copy over key details like the tax exempt #.

April 25, 2022

Jenn Waterston

This would be great especially if they belong to a client group and the client group info could be transferred over, like the billing details and branding guidelines!