Carryover address from details tab to bill to & insurance tab
If I update a client's address on their "details" tab, allow me to carry it over or have it be automatically copied to the client's "bill to & insurance" tab so I don't have to type it twice.
4
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Carol Reeves
commented
when you update the address in the client details, it should auto-populate in the billing and insurance info