Would it be possible to see name of spouse or family name next to a contact name in selection list?
When selecting a second contact (usually spouse) to link to an activity or note, and there are multiple contacts with the same last name, it is hard to determine who is the correct contact to select. If I don't already know the first name of the spouse/partner, I have to cancel the activity or note, go back to the the contact list and open the orgiinal contact to see who they are householded with. Then go back and redo the activity. This is very time consuming. Would recommend having family name or the spouses name in parenthesis next to the contact name in the contact selection list so I could easily select the right contact.
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!