Edit Account Info when Linking to Contact
Some weeks we have 20+ new accounts to open and the current process is:
1. run an autolink or link each account to each contact individually
2. keep a list of all clients who had new accounts linked
3. go into each contact and fill in ALL information (most of the time there is no information besides the account number)
I would like to be able to edit account information simultaneously when linking accounts from the "today" 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!