multiple contact status and categories
It would be great if we could select multiple status and categories for contact records. For instance, we have business relationship - Active for a Contact Status. I would like to be able to select more than one Category, for instance COI and Vendor.
Anonymous
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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Shannon Astrike commented
I agree with this suggestion. We are a financial planning office. We provide many different investment options / services to clients (categories) Many of our clients use multiple services (tax, Financial planning, 529 accounts, IRAs, 401ks, etc) so would be nice to select multiple categories and be able to run reports off of those.