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Ability to Add Rolodex ID and Tax ID when Creating a New Rolodex Entry within a Case

Right now you can create the new entry within a case but you then have to visit the back end to complete the Rolodex ID and the Tax ID. Could this maybe be a new options tab at the end (so it's out of the way for those who don't need it) when creating a new entry within a case? Please see screenshot. :)

  • Erin Merriott
  • Nov 5 2020
  • Future consideration
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