Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Enable an option for email address/phone numbers to be copied over when a new address is entered for a client.

As phone numbers and email addresses more often than not do not change when a client moves home or business address, it would be very helpful if there could be an option to copy over these contact details from the old address to the new address at the time the new address is being set up with a simple "do you wish to copy contact details yes/no" option, thus avoiding the more time consuming work around of copy and pasting all contact details.

  • Guest
  • Sep 20 2019
  • Attach files