Copy Client Vault Info
complete
Amanda Aparicio
It would be nice to be able to click on usernames, passwords, and custom fields by either clicking on them or a "copy" button
Log In
S
Sarah Balow
It would be nice to be able to copy the entire record from one client's profile to another's, especially for related clients. Some bank login info is the same for a client with multiple businesses. Would like to be able to move/copy/duplicate the encrypted record from one client profile to another
Amanda Aparicio
complete
Amanda Aparicio
Merged in a post:
Client Vault
j
jacob bryant
Add a copy button to copy the user name and/or password