Preview Contacts before adding to file

14 votes

We should be able to view a contact card before entering a file. A lot of times we have many cards for the same provider but different locations, and you cannot pick one unless you add them all to a client file and then remove the ones you don't want.

Under consideration Files Suggested by: Mary C. (10 Sep, '18) • Upvoted: 26 Jan, '23 • Comments: 3

Comments: 3

02 Nov, '18
Dierdre Barton Merged
If possible it would be nice to be able to view (preview?) contact cards while in Files before adding them to the files as contacts . Sometimes there are multiple locations w different contact info for the same company in People and having to exit Files and go to People to look through each is the current thing and would like to not have to jump fields in the program so much.
07 Nov, '18
Andrew Cummins Admin
"Preview contact cards" (suggested by Dierdre Barton on 2018-11-02), including upvotes (1) and comments (0), was merged into this suggestion.
07 Nov, '18
Candice
It would sure save time from having to search, insert and delete through multiple contact cards that have the same person's name