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Status Future consideration
Categories Accounts & Contacts
Created by Alex Chesnutt
Created on Feb 27, 2022

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Ability to Copy Contact Details to an Account

The client requested that they would like to be able to copy contact details when creating a new account as well as being able to copy account information to child accounts.

The functionality would be similar to when a contact is created from and account which allow for details such as an address to be applied to the new record.

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