Merged idea

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No longer able to add a new account from Advance Find Merged

There used to be the option to add a new account after querying when the system found no match.  This would load the new account set up page with the address information, phone and email brought over from the Advance find query - we then would set up account type and add name information.  Please bring this back to save from having to enter all the information a second time. 

  • Lori Parker
  • Feb 23 2016