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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jun 8, 2022

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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.
App Type Provider App
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    • Carol Reeves
      Reply
      |       Apr 27, 2022
      when you update the address in the client details, it should auto-populate in the billing and insurance info