Add "Estate" as a Contact Type
Hi, we get a good number of estate accounts. I've resorted to labeling the contact type for these accounts as Trusts, however that is not very accurate. Could Estate be added as a Contact Type? Thank you.
13
votes
Donna Smith-Williams
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!