Establishment Date (Trust/Business/Associations ect)
It would be very productive if we could have the establishment date field in the contact details section for entities. Usually on account paperwork the establishment date is required so having this information in the contact card just as it for birthdays would be very beneficial for entity clients.
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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Jessica Houska commented
Has there been any progress on adding this feature to RedTail Contacts for Businesses and Trusts? I see the last response from RedTail on here is from March 2020. This is extremely important to the way our company operates with our clients. If it cannot get added sometime soon, then I do not know that we will be able to start utilizing the system more in a way that it will work for our company. Thank you!
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T. Newquist commented
Also -
entity type list (c corp, s corp, llc, 501(c)3) also make list customizable under database management ..
Trust type list (Revocable, Irrevocable, Marital etc..) also make list customizable under database management