Add a check box to automatically transfer

Add a check box to automatically transfer notes, actions, prospect status, ect. from Head of household record to spouse record.

Would help when tracking a fundraisers progress in reaching out to their prospects and not have blank prospect statuses or prospects with no actions when an action is on the Head of household record.

Kristy Hill
Oct 29 2020

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Add a check box to automatically transfer notes, actions, prospect status, ect. from Head of household record to spouse record.

Identify yourself with your email address

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