Key Contact Checkbox Everytime
Would it be possible to always have 'Key Contact', 'Employer' & 'Payer' checkboxes everytime you add a new contact to into the system for an existing organisation?
This way you don't have to click into the organisation itself to add the contact as a key contact which would speed up the process.
Currently, you can choose 'Key Contact', 'Employer' & 'Payer' when you are only creating a new organisation.
See attachments for examples.
Please sign in to leave a comment.