DIGicon Ideas

Auto generation of "Lead Source" for spouse when duplicating a contract

When creating the initial contract (or "Lead), the "Lead Source" is always selected.  My thought is that when we create a contract for one spouse and then duplicate it for the other spouse, program it to automatically select the same "Lead Source" instead of forcing us to go back to that page later to select the same lead source as the spouse.  This way, we're only selecting it once and not being forced to go back later to add it.  

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  • Feb 28 2018
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I need it... Not Sure -- just thought it was cool
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