Eliminate automatic business contact and automatic owner contact
Please eliminate the automatic business contact AS WELL as the automatic owner contact when entering a trust in the account section.
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!
-
Captain commented
If not eliminated, perhaps we should have the option. Maybe a checkbox next to the employer field, to denote if users want the business/employer record to be created. (defaulted to yes)
-
Michelle Warneke commented
I have never understood why a contact record is automatically added for an employer. I agree 100% that this feature bogs down our system and needs to be eliminated ASAP.
-
Jeremiah Bates commented
Please remove to automatic contact generation for a business when I enter a client's employer. Our contact list is getting cluttered and giving an inaccurate number of clients. The clients employer is not our client and we don't need the extra hassle of removing that business contact every time we put in the name of a client's employer. Thanks!