Feature Requests

i am sorry if i missed the board for feature requests if so please move me.
can we duplicate a client set up for our clients who have multiple businesses that we work with? the contact, address, email and phone are all the same, but the Company Name, ein, formation date and services are the only differences.
sure would save me time when they add a new company.


  • jeffrey.mcnealjeffrey.mcneal Posts: 50 admin

    You picked the right spot!!! Thank you for the suggestion. I will share with the appropriate folks.

  • ozanbacakozanbacak Posts: 1

    That would be great as I have at least 100 clients with the same address.

Sign In or Register to comment.