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.

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