When creating a new record in RE from Research Point it would be helpful to be able to sync more information then just name and address. When we sync ratings there are boxes to check for what we would like to see pull over from RP. It would be nice to sync email, spouse, birthdate, etc. Currently we can sync from RE to RP with those fields but would like to see it be reciprocal. We screen our patient lists in RP first and then decide if they will become prospects and put them in RE.
Rachel Kave
