Copy Client Information

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Andrew Turnbull

• October 27, 2017 20:17

I would find it helpful to be able to copy client information from an existing client when setting up a new client.  It's an unnecessary time drain to have to re-type address, email, phone number, etc. information.  Many clients have multiple businesses that share that information.   Being able to copy it when setting up each business would be great.

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  Diana Hall

  • November 12, 2017 05:07

  I have the same issue.  I would like to clone a client setup and edit.  It would save a lot of time.

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