In RE it would be great if you had the ability to copy a note from one consituent record to another. A one to one with a push of a button. This would be helpful with spouse records.

For our development officers, it would be nice if you could copy a note to another record by their relationship type.   For instance a note for one spouse could be share on the other spouses record instead of the same note being copy and pasted the long way.   

  • Guest
  • Jan 10 2020
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