Is there a function already in place where you go on a customer profile and in the contact section want to add a previous client details already saved in our database instead of having to add again, example a daughter profile, case manager etc that we use often with many different customers
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Anonymous
Is there a function already in place where you go on a customer profile and in the contact section want to add a previous client details already saved in our database instead of having to add again, example a daughter profile, case manager etc that we use often with many different customers
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