how can i get an individual client from a couple

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Kristen Durand

• December 06, 2022 18:43

I started out with a couple and now will just being seeing one as ain individual. They each filled out paperwork separately, how do I make it so he doesn't have to re-fill out the paperwork and it automatically goes into his file? is this possible?

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  Lynn T. Parker

  • January 19, 2023 13:50

  I need to know the same as stated above.  Thanks for your feedback.

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