ResearchPoint Ideas

Run WP on both HH member simultaneously when user adds prospect and spouse simulanously to RP

When screening a new prospect and spouse at the same time with the find new feature, it would be a great help if the system would WP screening both the primary and the spouse. It is cumbersome and time consuming to have to go to the spouse profile, then "enable" WP, and then run the screening. 

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  • Mar 10 2016
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