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Ideas & Enhancements
Created by Guest
Created on Mar 30, 2023

Import from CSV - Ability to toggle the default address box

When importing intakes from a CSV there are options to map address 1 and address 2 but there is no option to choose which one is the default address. Users are currently forced to manually go into each intake, contact card, or case to manually toggle which address is the default. This can be problematic when importing large numbers of intakes at once.

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