Add state of residence of contact without an address
We ALWAYS know what state a potential client resides in. Any prospective client will gladly tell us what state they reside in because that is crucial to the relationship. States have different laws, different taxes and advisors are only licensed and can do business in certain states. On the flip side, people (in general) are incredibly hesitant to give out their home address until a relationship is built. So we will always know the state and will not know the address until a relationship is built. So adding a state without an address is absolutely crucial. And marketing is very state specific. So I need to be able to export RT data by state (for marketing purposes) in order to build a relationship in order to eventually get a home address. IMO, this is a huge shortcoming of the CRM that is preventing us from doing business the best way. Thanks.
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!
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Will commented
Turning up the volume on this. I need this for the Custom Exports feature so that we can include the client State in the right Custom Export without having the whole address. Please add!!