I want the Referred by box to search the CRM related to contacts that I am typing. I want to link the referring client directly to the refer
Not browser saving prior entries, but that it links it to the contact client that referred the new client.
20
votes
Melissa Wenger
shared this idea
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!
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Anonymous commented
would love to have the "Referred by" contact name Link to a contact. Most of our clients refer new clients. thank you!
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Anonymous commented
When creating a new Contact Record, it would be great if the "Referred By" field automatically added to "Memberships" on both records