Better contact networking
I would like to be able to manage family kind of like businesses. I want to be able to have a head of household and spouse as a contact but have listed beneficiaries (like children etc) without having to put them into the CRM as a contact or at least not have to see them in my contact. I would also like to link CPA's and lawyers to a family and be able to look up head of households (instead of all contacts under a family) link to a lawyer. Additionally I should be able to have notes cover all contacts involved with one note instead of being forced to copy or repeat notes in other contacts.
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!