Copy Client to Supplier and Vice Versa

Posted 11 months ago by Brooke Cummings

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Brooke Cummings

We have suppliers that are also our clients; it would be great to create a client details card from their supplier details in WorkGuru (or vice versa). 


I imagine this would be done via a button at the bottom of the main contact details page, where you have the 'edit' and 'back to list' buttons.

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