Practice Manager - Convert a client to a contact, and vice-versa
We would like the option to convert a Client to a Contact in XPM and visa versa. This would allow us to quickly update relationships.
3
votes
Kiera Ayton
shared this idea
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Nancy Remkes
commented
Rather than needing to have an individual in XPM as a client for tax purposes and a contact for contact purposes, we would like to be able to have the client as a contact for the entity - so they are only in XPM once. That way, if their email address or phone number were to change, you only need to update it in one spot, rather than heaps.