Create a Contact List that can be added across many Clients
L
Lindsey Denson
It would be helpful to have a separate contact list with contact details that can be added/linked to clients. Especially helpful when there are many contacts that have multiple businesses/client profiles.
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S
Shawn Hanlon
Or use the same Attorney, CPA, Insurance, etc. I have all kinds of emails not related to clients portfolios because they use the same CPA and I have to send them secure files to. Meaning they are on many of our clients.