Family name on Contacts A-Z page
Have the "Family Name" appear below the client contact name on the Contacts A-Z screen. You currently can see the client's employer name on that screen directly under the contact record name. It would be nice to see the "family name" associated with that contact so you can see all the "John and Mary Smith's" in that family from that screen.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Larissa WIlson commented
This would be incredibly helpful!!
Ardala Evans commented
I'm the CCO for a firm so I see all contacts and households in Redtail. In the Contacts area where all the contacts and households are listed, it would be great to see a column with the Family Name, or if you hover over the name you could see the family name in addition to their address and email information. It is time consuming to have to click through to see the Family Name to make sure you have the correct Household to work with.