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  1. 11 votes

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    Hi everyone, while this is something our team began looking into, unfortunately this has been put down with other more immediate work taking priority.

    Hopefully they will be able to pick this back up down the track, but we'll move back to Submitted for now and continue tracking the interest here. I'll let you know if there are any more changes.

    Sandra Andrews shared this idea  · 
  2. 70 votes

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  3. 19 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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  4. 47 votes

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     ·  1 comment  ·  Practice tools  ·  Admin →
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  5. 39 votes

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  6. 31 votes

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  7. 27 votes

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  8. 197 votes

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    Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.

    We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.

  9. 57 votes

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    Thanks for starting the idea here, Renee. 

    Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?

    If the last, we have a similar idea over here that I can join you in with. 🙂