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Display "Recently Used Sources" to quickly attach a source to a record.

babybell
babybell ✭
June 15, 2022 in Suggest an Idea

I often have a source that I want to attach to multiple family members. The current method is to go through five clicks for each family member:

1) Click on "Add Source"

2) Click on "Attach from Source Box"

3) Click "Attach" for the appropriate source

4) Click "Attach" on the pop-up window

5) Click on name to return to record

My suggestion is to show the last 3 sources used when I click on "Add Source" so the sources appear in the dropdown box. That would save 4 steps and make my work go much faster.

Thanks

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New · Last Updated June 15, 2022

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