Primary Bank
Allow us to select one of the client's bank accounts and mark it as primary like we do for contact methods.
11
votes
Leo O'Connor Jr
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!
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We have a couple clients that do different things with different accounts. This would be perfect to do for them. and seemingly not too hard to implement.