Client - Address field integration and synchronization across related client entities
Address field enhancements
- copy button (similar to ABN copy button)
- intergration of addresses between clients, so that if client changes address you dont have to go into each related entity and update multiple addresses for many clients
2
votes
Holly Jenkins
shared this idea
Appreciate you raising this suggestion. Being able to update an address once and have it reflected across related clients or entities could make managing family groups and corporate structures much easier.
We’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share which client relationships or address fields you’d want to keep linked.
