Anonymous
My feedback
3 results found
-
1,924 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
·
-
86 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
·
-
36 votes
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!
Anonymous
supported this idea
·
An error occurred while saving the comment
When I first add in a "new client" it gives me a place to put in a cell phone, but doesn't give me the ability to put in the spouses cell phone or email address on that initial screen. I have to save the file, then go back and open up the spouses information to add in a cell phone and email address. It would save time and effort if I could add them on the initial client creation screen.