Professional should have reciprocal to the professional's contact too
If you post a CPA to the individuals Professional contact, you should be able to go to the CPA contact and see all their 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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Kristen Crouthamel commented
I just called Redtail about this today. Right now, you have to create a quicklist, customized for what data you're trying to mine - i.e. "professional contact = CPA = smith" or whatever you're looking for, and then create a custom export with the professional contact info and whatever other identifying info you want on the report. Then run that quicklist and run teh custom export. A lot of extra work.
This suggession should work like the "memberships" section does. If that professional contact is tied to 100 clients as their "CPA" or "Attorney", then we should be able to click on them and quickly see all of that CPA or Attorney's linked clients, just like we can with family members and others in memberships. Furthermore, it would be nice to be able to export that data easily as well.THANKS!!