Specialty Ideas

CK - email & phone copy to family members option

Right now if you change the address, the system will ask if you want to copy to the other family members.

Would like a similar option for the email address and the phone numbers. Perhaps to work like the copy button does on the insurance profile instead though? Where you can designate where it goes (home/work/cell/etc.).

Entered for the office of Caravolas & Karavolas
  • Janette Whittington (Certified Trainer)
  • Feb 4 2019
  • Future consideration
  • Attach files
  • +5