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

Syncore - Ideas Hub

Feedback

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

complete

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

Harshdeep Singh Saini

updated the status to

complete

Now live in Syncore! ✨

This feature is now available in Syncore. Check out the Knowledge Base for all the details, and thanks for the feedback that helped make it happen!

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!