More automations / auto-fill areas
It would be great to see the ability to have certain information auto-fill. It is timing consuming to enter in the same information in multiple areas on a record. Our firm is looking for time savers. Once we enter in client's first name, last name and nickname, it would be nice to see this data auto-fill into other areas of the Client's Record (ie: Nickname to auto-populate to Dear Field, Nickname & Last Name to auto-populate to Mailing Name Field, combine both Nicknames & Last Name to auto-populate to Record Mailing Name Field, etc). Please consider making this change or having the ability to turn it on. Thank you!