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David Mailloux

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  1. 1,342 votes
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    David Mailloux supported this idea  · 
  2. 182 votes
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    David Mailloux commented  · 

    Actually, I think I have this figured out....it appears when you add a "dept" person to a business, they are NOT searchable as a true RT record is NOT created. If RT could add the functionality of adding a default yes or no when entering dept data (as in, "do you want to create a client record or not"....similar to "do you want to add a workflow to this changed address") that would solve a lot of issues. For those in the camp who strictly want to add a business in (like a 25 atty law firm as a business) but don't want to add the individuals of the business as full fledged RT records, they would just answer no and continue on. For those who want Atty Joe Sample who works at said 25 Atty firm to be a membership contact attached to a client record, they would answer yes and we now have the capability of adding Atty Joe Sample to a client membership. Whatcha say RT?

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    David Mailloux commented  · 

    Looking to add a CPA who works in a CPA FIRM to attach to a client record via Membership.....create the firm as a business and then add the individual CPA as a Dept seems logical but then you can't add the dept record to the client via membership.....any other suggested ways to do this? I don't want UDF as the default.....I think the

    David Mailloux supported this idea  · 
  3. 359 votes
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    David Mailloux supported this idea  · 
  4. 142 votes
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    15 comments  ·  Redtail CRM » Email  ·  Admin →
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    David Mailloux supported this idea  · 

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