It would be very helpful if a couple is buying or selling a home, if I could link the two contacts so that any files or communications for one of the clients, auto-populates into the other contacts file.
Thank you for sharing this thoughtful suggestion! We understand the need to link two contacts—such as a couple—so that files and communications for one automatically reflect in the other’s record. This would certainly make managing shared transactions, like buying or selling a home, much easier.
While this isn’t on our immediate roadmap, we’ll keep it in mind for consideration in future improvements.