Link up to Client Management Instead of CSV manual entries
I propose that instead of manually re-entering all client data through the use of CSV templates, that instead the system pull from the client info in the client management section. I imagine this functioning like a drop down feature showing client info where multiple clients be selected for a task and all relevant client information prepopulates for you. This would save so much time in manual entries for data that the system already knows via the client management hub.
Comments
ABSOLUTELY!! This has run through my mind on several occasions so Thank You for throwing the suggestion in here!
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