Preferred selection on Add Contact screen
Currently you have the option to select a primary contact method on the Add Client screen. Please add the option to mark a contact method as preferred also.
When we're sending out broadcast emails, we have to do a database cleanup before each distribution. Setting clients up with a preferred contact on the front end would save us time when prepping mass communication. Thank you!
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!