Household Accounts
We are interested in being able to assign our accounts to a household, instead of a single contact. For example, if a household has a joint account, we can only assign it to one contact. We wish there was a way to see a household and all of the accounts that fall within their control.
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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!