household
In the Financial Advisor edition, add the option to have individual contact info under the household to carry through to show under the household as well. Espeicllay for the date last contacted field, this would make one entry instead of three. Other feilds this could apply to that would be helpful would be the account details and for notes.
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JB
shared this idea
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Charles Harrison commented
Yes, thanks. I support this idea, cause i think it will be userful for most of users.
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