Address Change - List those that it is linked to
When you change an address you are notified if there are other contacts linked to the address that you are "Stopping/Changing". However it simply states the number of contacts and not who they are. You have to say do not update the linked contacts, then do a search for the old postcode and manually change any that are applicable - sometimes it is not applicable to change all but a couple.
Having a list of the linked clients and be able to select those that need to change would be great and save a lot of time
1
vote
Kat Sleight
shared this idea