Adding a co-buyer: add the option to "Choose from current Connections" There needs to be a way to add the co-buyer to a deal from the existing family members (Connections) in the Customer Contact Card. I have spouses connected in their profiles and they are on previous deals together. But, when I go to add the co-buyer to the new deal, I have to search the entire database. Can we please get an option added to "choose from current Connections"?
