Greg Banchy (Customer) asked a question.
Creating a new client with biographical data from another client.
If I create client 1 (for example, husband) and want to create a second card for spouse 2 (wife), is there a way to duplicate the info associated with client 1? Husband and wife often have the same address, and often choose the same people (their children) to serve as agents and other fiduciaries. It would be nice to create husband and then copy husband's info to a second card (client 2) for wife.
@Greg Banchy (Customer)
Thank you for reaching out to us here on our community site. You are not able to duplicate cards. Each card has to be filled out individually.