It would be great to have "Actions" and "Notes" easily populate two records (i.e two members of a couple)

I have most of my "Actions" and "Notes" in one member of a couple (i.e. the wife), and would hope there can be an easy way to get that information into the other member of the couple's (the husband's) record. Currently, all actions and notes must be manually copied into each record.

  • Guest
  • Feb 5 2018