Planned
Product Enhancements
Linking an existing contact to a Prospect
Shaloke Kaunds
The Prospect wizard currently doesn't have the functionality to link an already existing contact as the primary contact. It forces you to always create a new person.
Additionally, it would be more helpful to in the existing prospect wizard when creating the person to add the person address in addition/ stead of the prospect location address
Comments
Hi Shaloke,
Thanks for your great suggestions.
We agree you need to be able to link existing contacts as the primary contact or spouse in the Prospect wizard so this feature will be included in an upcoming release.
The location address is collected in the prospect wizard as this will become the primary address for the prospect, and later client record.
Thank you!
Please sign in to leave a comment.