Copy Phone numbers from Memebers to Family and vice versa

  • 3
  • Idea
  • Updated 3 years ago
Often a client will desire to have a phone number on both the family and members contacts screens. Can we build in some type of option that allows you to duplicate a phone number to the family screen after it is entered in the member screen ( assuming its not on the family screen already?)
Photo of Dave DeJonge

Dave DeJonge, Champion

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Posted 6 years ago

  • 3
Photo of Michelle Milstid

Michelle Milstid

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This would certainly save time on duplicating entries, and building necessary contact information for member communications!
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David Cotton, Champion

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This is still a good idea.  It's not very efficient to have to put cell phone numbers and emails for the Head and Spouse on both the Family screen and the Member screen.  They need to be on the Family screen because many reports look for the information there.  Since this is member related, it is nice to have that information associated with the specific member so it can better be utilized when running member reports.