Professional Contacts
When you add a Professional Contact, it would be great if you could have an option to click on a box to have the info automatically added/linked to the spouse's contact record, where applicable. So if I add a CPA, I would be able to add that relationship to the family, as opposed to adding it one contact at a time.
31
votes
Laurie Nardone
shared this idea
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!