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Status In Progress
Workspace ClosingVue
Categories Enhancements
Created by Guest
Created on Nov 13, 2023

Add Contact from CD Entry

It would be very helpful to add a business name from the CD data entry page rather than to have to stop what I'm doing and go into contacts. The data entry is not always available when setting up new transaction file and changes frequently. I find having to click out of what I'm presently working on to update information in a separate data input section to be inefficient.

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