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When Adding a Family & Friend, add a 'Save & Add Another' Button for Quicker Entry


"In the pop up window to add a friend/family, I wish there was a third button to “save and add another”. While it only saves a few clicks, it sure helps when you are entering 14 family members, so you don’t have to go back to the list."


On the Family & Friends modal, add a pb-action button titled 'Save & Add Another' (see Mock-up 1)

  • When the user clicks on the button, display a drop-down with these options: 'Person', 'Business', 'Organization'

  • When the user makes a selection in the drop-down, the current Family & Friend will be saved and the modal for the next Family & Friend will automatically load.

  • If the user clicks 'Save', it will still save the Family & Friend and will close the modal, as it does currently

  • Kurt Edenbach
  • Nov 15 2019
  • Planned
  • Attach files
  • Admin
    Marcus Wilson commented
    8 Apr, 2020 04:49pm

    We're currently asking customers to help us test out a feature related to this before we begin development! Click here to schedule a time to meet with our Product Team to see how this feature will work and help us test it out.

  • Zach Moore commented
    11 Feb, 2020 05:17pm

    To add on, the ability to name spouses and children within the same pop-up box that you are adding a new person in.

  • +1