RELATED FEEDBACK
Button for Coping Note to Spouse's profile
I would like a button that automatically copies a note to the spouse's profile. This would save me from having to pull up the other profile & copy & paste not only the note but the note subject line. My old CRM had this capability & I really miss it. Thank you!
Also, unless I've missed it, why not make to where you have the option to import a spouses information (address, phone number, etc) with just a click?
That is a great suggestion would be very helpful