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1. Entity as own family/household for client relationship count purposes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Natalie Delgado commented  ·  May 01, 2018  ·  Delete…

   Yes! I just ran into this issue and it is so frustrating. It was suggested to me by the support team to just move the account number under the trustee/owner's name, but then you lose the independent information for the entity such as the date is was created, Tax ID, etc.

   Entities already allow you to list an owner and beneficiaries. It would be nice if you could view the entity under the owner's name, since they already have their own contact and household.

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   Natalie Delgado supported this idea  ·  May 01, 2018