Add Free Text Field to Know Your Client - Professional Contacts
In 'Know Your Client' - 'Professional Contacts', an additional free text field would be extremely helpful. When a client is working with a law or CPA firm, we'd like to be able to add the name of their attorney or CPA without adding each individual as a Redtail contact.
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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!