"Copy to" function for Notes, Ratings, and Prospect Management Tile - Financial Information entries

In actions, we can "copy to" another constituent (most commonly spouses). This functionality should be extended to Notes , Ratings, and Financial Information entries in the Prospect Management tile. We often need to duplicate this information for spouse records and automating this process would be much more efficient. We occassionally need to copy information between non-spouses (parents and children, business partners) so having a function as robust as for Actions would be ideal.

  • A.J. Beers
  • Jun 16 2025
  • Reviewed: Voting Open
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