Contact Notes Report
I would like to be able to run a Notes Report by household, not just individual client. That way a married couple can have a combined report if desired, not two separate reports that need to be run.
Thank you!
14
votes
Katharine
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!