Clients as Contact - Ability to select the client as the contact for the entity rather than them needing to be a client AND a contact in Xer
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.
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Nancy Remkes
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