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Ideas & Enhancements
Created by Guest
Created on Jun 29, 2022

Link Multiple Names at a Time from the Accounting Tab

When linking names in Neos, having to do so one by one is extremely tedious. A change in UI that allows for performing multiple links at a time would help mitigate the tedium and number of clicks necessary to connect firms often massive clientele libraries.

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  • Guest
    Jun 29, 2022

    +100 votes to this