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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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1 result found

  1. Ability to add spouse DOB and edit spouse status from the Add Contact screen

    Currently if you want to add a spouse DOB or change them from a Not Specified contact to a Prospect-Spouse, for example, you have to wait until you are done creating the contact and them open the spouse's profile separately to add that information. It would be nice to eliminate this step by allowing that info to be entered at the same time you create the initial contact. The previous version had this capacity and it changed with the new version.

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    20 comments  ·  Contact Add Screen  ·  Admin →
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