Review Meeting link
Make the "Client Review" have the ability to LINK to other Contacts!
That way you won't have to duplicate or remove for spouses, or if it's a family meeting, link those members as well.
11
votes
Anonymous
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!