Workflow option to apply to married couple/family
When assigning a Workflow such as "New Client Onboarding," it would be nice if we had the option to apply the workflow to the married couple or to the "family.". Redtail is requiring that I complete each of the steps and tasks for the husband and wife separately and this is redundant as our firm only requires these steps/tasks be completed once per married couple/family. Thank you for considering.
8
votes
Christine Blue
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!